$70.1M Total AUM
$31.1M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · Merrill Lynch · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Pioneer timberOak
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Global Vision Financial Services
Global Vision Advisors (Global Vision Financial Services) is an independent Sarasota, FL RIA serving families, individuals, and business owners with financial planning and ongoing wealth management. The team emphasizes a discovery-based process to clarify goals and build an action plan spanning debt, investments, retirement, and tax considerations. Not tied to proprietary products; custody options include Schwab and Fidelity.
Team overview
61 AVG AGE
$70.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Peak atlas Crest Radial delta Element harbor
Client Personas
Capital
Custodian
Crest atlas Ember vertex
Investment Themes
Matrix Unison North Pioneer
Investment Vehicles
Matrix vector
Platform
Alpha
Services
Momentum Zenith Meridian Foundation Focus Vector
Technology
North Optima signal
Owner & Executives
J
JOHN WILLIAM TYMPANICK
PRINCIPAL
- CRD
- #3119767
- Ownership
- 75% or more
(745) 622-6241
pathway.wave@crestcapital.com
in linkedin.com/in/vector-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,073,047 | -- |
| Non-Discretionary | $39,038,043 | -- |
| Total | $70,111,090 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,111,090
Equity - OTC:
16.7% Equity - Exchange:
30.4% Cash:
39.2% U.S. Government/Agency:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,321,881,657 | 16.7% |
| Equity - Exchange | $2,406,299,543 | 30.4% |
| Cash | $3,102,859,937 | 39.2% |
| U.S. Government/Agency | $1,084,417,887 | 13.7% |
| Total | $7,915,459,024 | 100.0% |