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VISION FINANCIAL CONCEPTS
JUDSON DEAN MALLARD
CRD 124611
855 SUNSET DR, STE 7, ATHENS, GA, 30606, United States
Phone
706-613-2474
Fax
706-613-9353
Registration
— (—)
Source
State registered
Total AUM
$5.9M
Discretionary AUM
$1.8M
Team
1 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISORY FEES
Org form
Sole Proprietorship
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $4.5M |
| High net worth individuals | 8 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD