FINANCIAL VISION ADVISORY SERVICES, LLC

Latest filing: Oct 03, 2024 (27 days ago)

AUM

$63,394,220
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Employee Count

1
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Main Office

EAST HARTFORD, CT
111 FOUNDERS PLAZA, EAST HARTFORD, CT, UNITED STATES, 06108

Client AUM

Discretion AUM
Discretionary $0.1
Non-Discretionary $0.0
Total $0.1
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.1
Retail Accounts AUM
Individual 134 $0.0
Average Individual AUM $304,056
HNW 11 $0.0
Average HNW AUM $1,850,905
Retail Total 145 $0.1
Average Retail AUM $421,403

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
DAVID PARENT EAST HARTFORD CT S63|1992-10-01

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CT-04/08/2003, FL-02/23/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV