CRD: 125195
Financial Vision Advisory Services, Llc.
$4.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Prime horizon
- Established Date
- 06-05-2007
- Office Locations
- 1
Office Locations
4211 Waialae Avenue Suite 201 Honolulu HI
About Financial Vision Advisory Services, Llc.
Financial Vision is a Connecticut-based wealth management firm serving individuals and families with personalized planning across pre- and post-retirement, tax strategies, estate planning, and college savings. The firm provides investment solutions and portfolio construction that commonly use ETFs and mutual funds, with custody on Altruist. Listed recognitions include Five Star Wealth Manager and the Women’s Choice Award.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$438.3K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Legacy
Custodian
Momentum Meridian vector
Investment Themes
Horizon Momentum value
Investment Vehicles
Element
Services
Fusion Meridian Radial unison Vital Harbor Beacon crest Legacy Matrix harbor
Technology
Signal ridge
Owner & Executives
S
SHELDON YOSHIO SHIIRA
Owner
- CRD
- #1568086
- Ownership
- 75% or more
(253) 800-1305
alpha.alpha@valuecapital.com
in linkedin.com/in/alpha-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,821,796 | -- |
| Total | $4,821,796 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,821,796
Public Funds:
25.3% Equity - Exchange:
28.5% Cash:
46.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,132,479,252 | 25.3% |
| Equity - Exchange | $1,275,717,735 | 28.5% |
| Cash | $2,068,005,592 | 46.2% |
| Total | $4,476,202,579 | 100.0% |