Visions Analysis LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Endicott, New York
CRD number
286678
Registered since
August 25, 2017

Firm profile

FINTRX

Overview

Visions Analysis LLC is organized as a limited liability company with ownership identified as a domestic entity and/or an individual. Publicly available records for the firm are sparse: the company is categorized as unclassified and the profile does not disclose its advisory activities, fee schedule, client segmentation, or specific business lines. The firm is not identified as a capital allocator and it does not report being an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Because core operational and client-facing details are missing from the record, there is little publicly verifiable information about how Visions Analysis originates mandates, structures portfolios, or positions its services versus competitors. No industry accolades, affiliations, or alternative-investment approaches are described in the available profile.

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

Contacts

3 of 23
  • Kahlil Adames

    Kahlil Adames

    Financial ConsultantCRD 4349306

  • Caitlin Kuhnen

    Caitlin Kuhnen

    Financial ConsultantCRD 6889537

  • Leo O'connor

    Leo O'connor

    Wealth Management AdvisorCRD 501710

Unlock 20 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Endicott, NY

Broome

Location

Endicott, NY

Headquartered in Endicott, NY, in the Northeast of the United States.

Region
Northeast
County
Broome
Address
24 Mc Kinley Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth