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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex wave
- Established Date
- 12-10-2008
- Office Locations
- 1
Office Locations
About Envision Asset Management, Inc.
Envision Asset Management, Inc. is an independent Florida RIA providing portfolio management and financial/wealth planning for individuals, retirees, and business owners. Portfolios are implemented primarily with ETFs and other public funds, emphasizing asset allocation and index-based exposure with a small allocation to government bonds and cash. The firm publishes frequent market recaps and performance “scoreboards” that can support ongoing client communication. Custody is primarily at Schwab.
Team overview
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Asset Classes
CRM
Custodian
Fund Managers
Services
Technology
Owner & Executives
BRUCE KONNERS
Chief Compliance Officer, President
- CRD
- #5525631
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,812,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,812,165 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,812,165
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $607,448,124 | 29.6% |
| Public Funds | $428,907,628 | 20.9% |
| U.S. Government/Agency | $194,958,013 | 9.5% |
| Equity - OTC | $244,210,563 | 11.9% |
| Cash | $576,665,280 | 28.1% |
| Total | $2,052,189,608 | 100.0% |