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VISION CAPITAL & MANAGEMENT
Tel: 704-894-9639
108 South Main Street Suite B
Davidson, North Carolina 28036
VISION CAPITAL & MANAGEMENT
VISION CAPITAL & MANAGEMENT is a Davidson, North Carolina based financial advisory firm with nearly $158,838,052 in assets under management and provides investment advisory services for 170 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
118363
SEC#:
801-66188
No. of Clients:
170
Assets under Management
$158,838,052
No. of Advisors:
7
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