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Vision Retirement Share
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Overview Share
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Ridgewood, New Jersey
$106.1 million AUM
2 offices

Vision Retirement is based in Ridgewood, New Jersey and has $106.1 million in assets under management.

Location
216 East Ridgewood Avenue
2nd Floor
Ridgewood, NJ 07450
$106.1 million
AUM
6
Employees
AUM Share
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$106,130,664
Assets under management
284 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 146 $44,574,879 42% $305,307
High net worth individuals 44 $61,555,785 58% $1,398,995
Employees Share
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6
Employees
2
Investment analysts
33% of total employees
AUM per employee Share
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$106,130,664
Assets under management
$17,688,444
AUM per employee
$53,065,332
AUM per investment analyst
About Share
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Compensation

Vision Retirement makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Vision Retirement provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 173,064
SEC number 801-114807
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 23, 2020

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