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VISION CAPITAL MANAGEMENT CORPORATION
VISION CAPITAL MANAGEMENT CORPORATION
VISION CAPITAL & MANAGEMENT
DAVIDSON, North Carolina
·
4 registered advisors
·
CRD# 118363
SEC# 801-66188
0
704-894-9639
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 Planning
Investment Management
Wealth Management
04
Advisors at VISION CAPITAL MANAGEMENT CORPORATION
4 registered advisors
Eric Lloyd Vogen
DAVIDSON, North Carolina
CRD# 1406908
Mary Jo Vogen
DAVIDSON, North Carolina
CRD# 1908663
Michelle Marie Atlas-Quinn
DAVIDSON, North Carolina
CRD# 4540422
Trudy Bridges Mullins
DAVIDSON, North Carolina
CRD# 2185981
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
.