Overview
Assets Under Management: $605 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 237
Average Client Assets: $0.4 million
Frequently Asked Questions
VISIONARY ASSET MANAGEMENT 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 #147304), VISIONARY ASSET MANAGEMENT is subject to fiduciary duty under federal law.
VISIONARY ASSET MANAGEMENT is headquartered in HOUSTON, TX.
VISIONARY ASSET MANAGEMENT serves 237 high-net-worth clients according to their SEC filing dated July 19, 2018. View client details ↓
According to their SEC Form ADV, VISIONARY ASSET MANAGEMENT offers portfolio management for individuals and selection of other advisors. View all service details ↓
VISIONARY ASSET MANAGEMENT manages $605 million in client assets according to their SEC filing dated July 19, 2018.
According to their SEC Form ADV, VISIONARY ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 237
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.71%
Average Client Assets: $0.4 million
Total Client Accounts: 4,348
Discretionary Accounts: 4,348
Regulatory Filings
CRD Number: 147304
Filing ID: 1230380
Last Filing Date: 2018-07-19 14:21:00