VISION CAPITAL MANAGEMENT, INC.

VISION CAPITAL MANAGEMENT INC
PORTLAND, Oregon·4 registered advisors·CRD# 107793
SEC# 801-566690503-221-5656
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
14
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
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at VISION CAPITAL MANAGEMENT, INC.

4 registered advisors
John Anthony Labarca
PORTLAND, Oregon
Marina Lynne Johnson
PORTLAND, Oregon
Sarah Wesley Quist
PORTLAND, Oregon
Suzanne Phelps Mcgrath
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. VISION CAPITAL MANAGEMENT, INC. (CRD# 107793) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.