A
CRD: 290457
American Vision Advisors LLC
SAN Gabriel, CA, 91776
6267654999
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
0 Employees
20 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · E*TRADE · Etrade · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-2017
- Office Locations
- 1
Office Locations
418 East LAS Tunas Drive, Unit 3H SAN Gabriel CA
About American Vision Advisors LLC
American Vision Advisors LLC is a SAN Gabriel-based RIA. The firm has been operating for 8 years. Managing $3.2M in total assets under management, They custody assets with Charles Schwab & Company and E*TRADE. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$161.7K AVG AUM / CLIENT
8.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Horizon pioneer Glacier Catalyst value Prime
Investment Themes
Meridian matrix Prime catalyst
Investment Vehicles
Alpha
Services
Momentum Ridge element
Owner & Executives
C
CHIA-YING LIN
Chief Compliance Officer, Manager
- CRD
- #4606772
- Ownership
- 75% or more
(233) 390-3886
unison.horizon@embercapital.com
in linkedin.com/in/pathway-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,234,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,234,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,234,000
Equity - Exchange:
8.1% Cash:
42.3% Municipal Bonds:
14.1% U.S. Government/Agency:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $548,735,206 | 8.1% |
| Cash | $2,865,617,189 | 42.3% |
| Municipal Bonds | $955,205,730 | 14.1% |
| U.S. Government/Agency | $2,404,950,596 | 35.5% |
| Total | $6,774,508,721 | 100.0% |