VISION INVESTMENT ADVISORS, LLC

CRD 109621 · SEC 801-57975

1010 WASHINGTON BLVD, SUITE 300, STAMFORD, CT, 06901, United States

Phone

203-388-2700

Fax

203-321-0071

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$137.4M

Discretionary AUM

$126.4M

Team

9 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Commissions; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-12

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Type	Clients	AUM
Individuals	73	$20.5M
High net worth individuals	54	$114.4M
Pension/profit sharing plans	2	$2.5M

VT, AZ, CA, DE, ID, IL, LA, MA, MI, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, WI, TX, NH, CT, FL

Official SEC filing: View on IAPD