Vision Retirement
Firm details
- Headquarters
- Ridgewood, New Jersey
- CRD number
- 173064
- Registered since
- September 8, 2022
- Website
- www.visionretirement.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI79.6%
- Individuals18.99%
- Corporations / Businesses1.1%
- Pension & Profit Sharing Plans0.18%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vision Retirement is an independent registered investment adviser structured as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other engagement models. Vision Retirement reports it is not an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Paul Muller
Founder and CEOCRD 2729766
Contacts
3 of 6
Kevin Leeds
PrincipalCRD 3270436
Nicholas Taber
Associate, Financial AdvisorCRD 7006691
Anthony Passerino
Financial AdvisorCRD 2759051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 277Active vs passive
$186M in ETFs
88%
$163M
4%
$23.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $49.7M | 86,038 | 26.64% |
Location
Ridgewood, NJ
Bergen
Location
Ridgewood, NJ
Headquartered in Ridgewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 171 E Ridgewood Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AC Funds, LLC
RIARidgewood, NJ
Vaughan And Company Securities, Inc.
RIARidgewood, NJ
MHA Financial Corp
RIARidgewood, NJ
Castlestone Management LLC
RIARidgewood, NJ
Advisors Capital Management, LLC
RIARidgewood, NJ
The Haggerty Investment Group, LLC
RIARidgewood, NJ