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 a limited liability company that registers with the SEC as of 2018 and is classified as a fund distributor rather than an investment manager. The firm is owned by an individual and does not act as a capital allocator; its primary regulatory designation and available disclosures point to distribution activities rather than running discretionary portfolios or providing traditional advisory services. The firm is not listed as an active ESG investor and is not registered as a multi-state adviser or pension consultant. No information about specific advisory activities, business lines, or client types was provided in the available data.

Assets & Accounts

Investments & Alternatives

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
  • Todd Foster

    Todd Foster

    Chief Investment OfficerCRD 3024634

  • Taylor Davis

    Taylor Davis

    Chief Compliance OfficerCRD 5384424

  • William Portwood

    CFOCRD 4853700

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Contacts

3 of 25
  • Kevin Campbell

    Kevin Campbell

    Senior VP of SalesCRD 4444403

  • John Greer

    John Greer

    Partner, Portfolio ManagerCRD 6148298

  • Christopher Arnold

    Christopher Arnold

    VP of SalesCRD 4834041

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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