Vision 4 Fund Distributors

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
298105
Registered since
November 8, 2018

Firm profile

FINTRX

Overview

Vision 4 Fund Distributors is organized as a limited liability company and is listed as SEC-registered in 2018. The firm is recorded as owned by an individual and is classified in the dataset as "Unclassified." The snapshot flags indicate the firm does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not a related adviser. Business activities and advisory activities were not reported to the dataset. The firm is also marked as not a multi-state adviser and not a newly formed adviser. Those attributes, together with the absence of reported advisory or business activity details, suggest the entity’s public filing in FINTRX contains limited operational disclosure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Taylor Davis

    Taylor Davis

    Chief Compliance OfficerCRD 5384424

  • Jerome Vainisi

    Jerome Vainisi

    Chief Executive OfficerCRD 2011056

  • Todd Foster

    Todd Foster

    Chief Investment OfficerCRD 3024634

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Contacts

3 of 25
  • Joseph Mcmenamin

    Joseph Mcmenamin

    Senior VP of SalesCRD 1059245

  • Larry Johns

    Larry Johns

    VP of SalesCRD 1929500

  • Anthony Grasso

    Anthony Grasso

    Senior VP of SalesCRD 2525446

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
9260 E Raintree Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth