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 recorded as an SEC-registered adviser since 2018. The firm is owned by an individual and is categorized as unclassified in the available dataset. The record indicates the firm does not act as a capital allocator and does not identify itself as an active ESG investor or a multi-state adviser. Public disclosures provided to FINTRX are sparse: there is no detail on the firm’s advisory activities, client types, fee structure, or business lines. The data set also lists the adviser as not newly formed and not a pension consultant, and it does not identify any related advisers or affiliations.

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

    Chief Compliance OfficerCRD 5384424

  • JEROME VAINISI

    Chief Executive OfficerCRD 2011056

  • TODD FOSTER

    Chief Investment OfficerCRD 3024634

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Contacts

3 of 25
  • Joseph mcmenamin

    Senior VP of SalesCRD 1059245

  • Larry Johns

    VP of SalesCRD 1929500

  • 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