VISION CAPITAL MANAGEMENT, INC.

VISION CAPITAL MANAGEMENT INC
PORTLAND, Oregon·6 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
6
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.

6 registered advisors
Clifford Michael Yount
PORTLAND, Oregon
Ian Mathias Boehme
PORTLAND, Oregon
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
6 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.