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Patricia Ann Druckman

ENVISION CAPITAL MANAGEMENT LTD·SCOTTSDALE, Arizona
ENVISION CAPITAL MANAGEMENT LTD
10751 NORTH FRANK LLOYD WRIGHT BOULEVARD, SCOTTSDALE, AZ 85259-2684CRD# 1870297Firm CRD# 110266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Ann Druckman · SCOTTSDALE, AZ
Registration
CRD #1870297 · ENVISION CAPITAL MANAGEMENT LTD
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Patricia Ann Druckman is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with ENVISION CAPITAL MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ENVISION CAPITAL MANAGEMENT LTD
ENVISION CAPITAL MANAGEMENT LTD
AUM
$62M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1870297
Firm CRD# 110266
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05

Frequently Asked Questions

What services does Patricia Ann Druckman offer?
Patricia Ann Druckman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Patricia Ann Druckman's credentials?
Patricia Ann Druckman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Druckman located?
Patricia Ann Druckman is based in SCOTTSDALE, Arizona, working with ENVISION CAPITAL MANAGEMENT LTD. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Patricia Ann Druckman charge for services?
Patricia Ann Druckman's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENVISION CAPITAL MANAGEMENT LTD?
ENVISION CAPITAL MANAGEMENT LTD has approximately 5 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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