Visdom Investment Group LLC

RIASEC RegisteredEst. 2024

Total AUM

$53.1M

Discretionary

$53.1M

100% of AUM

Avg account

$5.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Rye Brook, New York
CRD number: 327619
Registered since: July 16, 2024
Website: visdomig.com
Custodians: CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI93.29%
Corporations / Businesses6.71%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Visdom Investment Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its stated advisory activity centers on portfolio management for individuals and small businesses, and its client base includes both high-net-worth individuals/families and institutional clients. The firm does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser.