Overview
Assets Under Management: $2.2 billion
Headquarters: NEW YORK CITY, NY
High-Net-Worth Clients: 21
Average Client Assets: $56 million
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.06
Average High-Net-Worth Client Assets: $56 million
Total Client Accounts: 5,083
Discretionary Accounts: 5,083
Regulatory Filings
CRD Number: 301761
Filing ID: 1957973
Last Filing Date: 2025-03-31 16:51:00
Website: https://vise.com