Envision Capital Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 107150
- Registered since
- February 24, 1995
- Website
- www.envisioncap.com
- Custodians
- 1945 NORTHWESTERN DRIVE EL PASO, TEXAS 79912
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Envision Capital Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1995. The firm focuses on fee-based portfolio management for individual and family clients, including small businesses, and charges clients based on a percentage of assets under management. It does not present itself as a capital allocator or pension consultant, is not flagged as an active ESG investor, and does not report multi-state adviser status.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds44%
- Investment Grade Corp Bonds26%
- Exchange Traded Equities19%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Marilyn Cohen
Chief Executive OfficerCRD 860876
Christopher Malburg
Vice President, COOCRD 1801501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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