INVISION MANAGEMENT INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 330151
- Registered since
- April 25, 2024
Firm profile
FINTRXOverview
Invision Management Inc. is a corporate investment manager that registered with the SEC in 2024 and is organized under individual ownership. The firm operates primarily as the sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory practice. It is not identified as an active ESG investor and is not structured as a multi-state adviser or pension consultant according to available records.
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
Owners & executives
1 of 1Michael Psaras
Chief Financial OfficerCRD 7909505
Contacts
3 of 3ROBERT CASTILLO
Managing DirectorCRD 7900395
Matthew Steffen
Managing DirectorCRD 7909504
THOMAS HARRISON
PrincipalCRD 4737311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 110 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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