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VISION FINANCIAL MANAGEMENT, LLC

dba VISION FINANCIAL MANAGEMENT, LLC · CRD 170003 · Registered Investment Adviser

VISION FINANCIAL MANAGEMENT, LLC is a Registered Investment Adviser headquartered in CUYAHOGA FALLS, OH. The firm reports $165,662,012 in regulatory assets under management across 747 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$165,662,012
Non-discretionary$0
Total RAUM$165,662,012
Accounts747

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 170003. adviserinfo.sec.gov/firm/summary/170003.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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