CRD: 109621
Vision Investment Advisors, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Equity Trust · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-22-2000
- Office Locations
- 4
Office Locations
About Vision Investment Advisors, LLC
Vision Investment Advisors, LLC is an SEC-registered RIA headquartered in Stamford, CT providing discretionary portfolio management tailored to client objectives, goals, and risk tolerances for retail and institutional investors. The firm has served investors for over a decade, with managed accounts emphasizing ETF-based equity exposure alongside cash and corporate fixed income, supported by portfolio construction and risk management.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HOWARD MARTIN ROTHMAN
Chief Executive Officer, Manager, Owner
- CRD
- #1098190
- Ownership
- 25% but less than 50%
JOAN HARRIET HANKO
Associate, Owner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Luke David Berte
--
- CRD
- #6483149
JUSTIN EVERETT BOSHNACK
--
- CRD
- #3062830
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,431,127 | $1,089,924 |
| Non-Discretionary | $10,959,212 | $843,016 |
| Total | $137,390,339 | $1,065,041 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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