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 registered with the SEC since 2018. Public regulatory metadata lists the firm as owned by an individual and classifies it as “unclassified.” The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not designated as a pension consultant or related adviser in the available records. Regulatory flags indicate the adviser is not a multi-state adviser, though other source data shows the firm maintains a presence in multiple states (see Location & Offices). No details were provided about advisory services, fee schedules, client types, or broader business activities.

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

Unlock 22 more contacts

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