$18.5M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North waveOptima
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
-- Sharon MA
About Growth Vision Asset Management LLC
Growth Vision Asset Management LLC is a Sharon-based RIA. The firm has been operating for 11 years. Managing $18.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction, Senior Care.
Team overview
-- AVG AGE
$18.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Vital timber Insight Quantum Alpha
Custodian
Beacon oak Ridge Bridge Radial capital Crest Value Quantum horizon Value meridian Atlas
Investment Vehicles
Bridge
Services
Pioneer eagle Delta Peak beacon
Technology
Timber Harbor
Owner & Executives
JINGSONG XU
Chief Compliance Officer, Founder, President
- CRD
- #6171907
- Ownership
- 75% or more
(842) 282-9645
beacon.atlas@glaciercapital.com
in linkedin.com/in/eagle-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,481,734 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,481,734 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,481,734
Equity - OTC:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $4,722,333,155 | 100.0% |
| Total | $4,722,333,155 | 100.0% |