VISION CAPITAL MANAGEMENT CORPORATION

VISION CAPITAL & MANAGEMENT
DAVIDSON, North Carolina·4 registered advisors·CRD# 118363
SEC# 801-661880704-894-9639
01

Firm Overview

AUM
$159M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VISION CAPITAL MANAGEMENT CORPORATION

4 registered advisors
Eric Lloyd Vogen
DAVIDSON, North Carolina
Mary Jo Vogen
DAVIDSON, North Carolina
Michelle Marie Atlas-Quinn
DAVIDSON, North Carolina
Trudy Bridges Mullins
DAVIDSON, North Carolina
05

Office Locations

DAVIDSON, North Carolina
4 advisors

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Data sourced from SEC Form ADV filings. VISION CAPITAL MANAGEMENT CORPORATION (CRD# 118363) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.