Overview
Assets Under Management: $1.1 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 930
Average Client Assets: $911,568
Frequently Asked Questions
VISION CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107793), VISION CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
VISION CAPITAL MANAGEMENT, INC. is headquartered in PORTLAND, OR.
VISION CAPITAL MANAGEMENT, INC. serves 930 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, VISION CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
VISION CAPITAL MANAGEMENT, INC. manages $1.1 billion in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, VISION CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 930
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.98
Average High-Net-Worth Client Assets: $911,568
Total Client Accounts: 1,743
Discretionary Accounts: 1,743
Regulatory Filings
CRD Number: 107793
Last Filing Date: 2025-02-18 00:00:00
Website: https://tru-ind.com