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Vision Investment Advisors, LLC

● SEC registered since 2000CRD 109621SEC# 801-57975Stamford, CT
Export (members)
Reg. AUM
$117.9M
Employees
9
Accounts
98
Location
Stamford, CT

Vision Investment Advisors, LLC assets under management

Vision Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Stamford, CT. The firm has been registered since 2000. It reports $117.9 million in regulatory assets under management and employs 9 people.

Vision Investment Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Boshnack Family LLCOwner25-50%2000
H. Rothman Family LLCOwner10-25%2000
Howard Martin Rothman ControlManager, Ceo, And Owner25-50%2000
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Frequently asked questions

How much does Vision Investment Advisors, LLC manage?

Vision Investment Advisors, LLC reports $117.9 million in regulatory assets under management on its Form ADV.

How many employees does Vision Investment Advisors, LLC have?

Vision Investment Advisors, LLC reports 9 employees.

Where is Vision Investment Advisors, LLC located?

Vision Investment Advisors, LLC is based in Stamford, CT and has been SEC-registered since 2000.

Does Vision Investment Advisors, LLC disclose fund performance?

Vision Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1010 Washington Blvd, Suite 300, Stamford, CT 06901
Phone203-388-2700
Fax203-321-0071
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$108.6M
Non-discretionary$9.3M
Total (RAUM)$117.9M