Global Vision Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 304372
- Custodians
- THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, JOHN HANCOCK FINANCIAL NETWORK, SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Global Vision Financial Services is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm provides financial planning and discretionary and non-discretionary portfolio management across households, small businesses and pooled vehicles. Compensation is via a percentage of assets under management and hourly charges. The adviser does not identify as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities59%
- Exchange Traded Equities31%
- Cash & Cash Equivalents8%
- US Government Bonds4%
Contacts
1 of 1
John Tympanick
PrincipalCRD 3119767
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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