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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-02-2020
- Office Locations
- 1
Office Locations
About Vision Tech Financial Advisors
Vision Tech Financial Advisors is a Pinehurst, TX-based registered investment adviser serving retail clients and families with holistic financial planning—investment strategy, tax and retirement planning, estate planning, and affordability guidance. The firm starts with a complimentary financial check-up and builds risk-tolerance-based portfolios using ETFs and public funds, custodied primarily at Charles Schwab.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Lorri L Jefferson
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #7303596
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,791,661 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,791,661 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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