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VISION RETIREMENT
VISION RETIREMENT, LLC
CRD 173064 · SEC 801-126524
171 EAST RIDGEWOOD AVENUE, SUITE 205, RIDGEWOOD, NJ, 07450, United States
Phone
201-447-2212
Fax
201-345-3642
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$633.7M
Discretionary AUM
$601.9M
Team
13 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION SERVICES
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)HOURLY CONSULTING AND SUBSCRIPTION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 655 | $120.4M |
| High net worth individuals | 451 | $504.5M |
| Pension/profit sharing plans | 2 | $1.1M |
| Charitable organizations | 3 | $799K |
| Corporations/business entities | 8 | $7.0M |
States served
AZ, CA, CO, LA, MA, NJ, NY, NC, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD