AdvizorPro

Financial Vision LLC

Financial Vision LLC. CRD 123659

Financial Vision LLC logo

CRD: 123659

Financial Vision LLC

Goleta, CA, 93111
8058991245
www.efinancialvision.com
$82.0M Total AUM
$78.2M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
14 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Atlas capitalNorth
Established Date
03-14-2012
Office Locations
1

Office Locations

5290 Overpass RD Suite 217 Goleta CA

About Financial Vision LLC

Financial Vision, LLC is a Connecticut-based wealth management firm serving individuals and families with personalized planning and proactive advice. The team supports pre- and post-retirees with retirement readiness, tax-aware strategies, estate and college planning, and tailored investment solutions, including a dedicated “women’s perspective” planning approach. Recognized via Five Star Wealth Manager and Women’s Choice Award listings.

Team overview

46 AVG AGE
$41.0M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
13.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

Upgrade to reveal position-level detail across momentum radial.
Open the full profile to inspect shifts in optima prime.
Open the full profile to inspect shifts in radial catalyst.
Upgrade to reveal position-level detail across prime delta.
Request access to benchmark trends tied to signal.
Upgrade to reveal position-level detail across focus pathway.
Open the full profile to inspect shifts in timber vital.
Unlock to see real insight on summit optima frontier.

Asset Classes

Pioneer bridge Momentum beacon Capital radial

Client Personas

Signal Legacy element

Custodian

Insight summit Prime Harbor Alpha Value alpha

Investment Themes

Value

Investment Vehicles

Signal Meridian radial Ember summit

Services

Element North crest Ember Beacon signal Bridge zenith Glacier vector Foundation summit Harbor ridge Beacon oak

Technology

Vector oak Catalyst unison

Owner & Executives

J

JOSHUA SEQUOIA YAGER

Chief Compliance Officer, Principal

CRD
#2638956
Ownership
75% or more
(381) 753-9374
element.ridge@eaglecapital.com
in linkedin.com/in/crest-ridge
R

RYAN DANIEL WOLFSHORNDL

Investment Advisor

CRD
#5950446
Ownership
10% but less than 25%
(344) 206-3611
prime.crest@bridgecapital.com
in linkedin.com/in/optima-horizon

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-15-2011
02-23-2012
Category Assets AVG. Account size
Discretionary $78,220,000 $270,448
Non-Discretionary $3,769,000 $385,139
Total $81,989,000 $294,735

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $81,989,000

$82.0M Total SMA
Equity - Exchange:
11.8%
Public Funds:
15.8%
U.S. Government/Agency:
14.5%
Corporate - Investment Grade:
22.6%
Cash:
21.0%
Corporate - Non-Investment Grade:
14.3%
Asset class Assets Assets %
Equity - Exchange $1,052,080,319 11.8%
Public Funds $1,408,717,716 15.8%
U.S. Government/Agency $1,292,810,562 14.5%
Corporate - Investment Grade $2,015,001,290 22.6%
Cash $1,872,346,331 21.0%
Corporate - Non-Investment Grade $1,274,978,693 14.3%
Total $8,915,934,911 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform