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Envision Financial Transparency, LLC

● SEC registered since 2018CRD 297713SEC# 801-113605
Export (members)
Reg. AUM
$306.3M
Employees
17
Accounts
500
Location
—

Envision Financial Transparency, LLC assets under management

Envision Financial Transparency, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $306.3 million in regulatory assets under management and employs 17 people.
financialtransparencyllc.comView on SEC.gov ↗

Envision Financial Transparency, LLC owners & executives

1 reported
NameTitleOwnershipSince
Emily Therese Keagle ControlChief Executive Officer And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Envision Financial Transparency, LLC manage?

Envision Financial Transparency, LLC reports $306.3 million in regulatory assets under management on its Form ADV.

How many employees does Envision Financial Transparency, LLC have?

Envision Financial Transparency, LLC reports 17 employees.

Does Envision Financial Transparency, LLC disclose fund performance?

Envision Financial Transparency, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(336) 715-3300
Fax(336) 715-3308
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$302.3M
Non-discretionary$4M
Total (RAUM)$306.3M