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FINANCIAL VISION ADVISORY SERVICES, LLC.
CRD 125195
4211 WAIALAE AVENUE, SUITE 201, HONOLULU, HI, 96816-5312, United States
Phone
808-732-9196
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.8M |
Official SEC filing: View on IAPD