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VISION FINANCIAL SERVICES, INC
CRD 144409
4140 E BASELINE RD, 201, MESA, AZ, 85206, United States
Phone
480-833-1553
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.3M
Discretionary AUM
$20.3M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES
Org form
Corporation
Filing date
2025-01-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $20.3M |
All web addresses on file
Official SEC filing: View on IAPD