CRD: 144409
Vision Financial Services, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2007
- Office Locations
- 1
Office Locations
About Vision Financial Services, INC
Vision Financial Advisors (Vision Financial Services, Inc.) is an independent RIA in Mesa, AZ focused on holistic planning across accumulation, risk management, and distribution, with a strong emphasis on retirement income strategy. The practice builds managed portfolios primarily with ETFs and public funds and may incorporate insurance and annuity solutions when suitable; client assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY NEAL JOHNSON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5389632
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,292,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,292,651 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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