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VISION CAPITAL MANAGEMENT, INC.
VISION CAPITAL MANAGEMENT, INC.
VISION CAPITAL MANAGEMENT INC
PORTLAND, Oregon
·
4 registered advisors
·
CRD# 107793
SEC# 801-56669
0
503-221-5656
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 Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at VISION CAPITAL MANAGEMENT, INC.
4 registered advisors
John Anthony Labarca
PORTLAND, Oregon
CRD# 6886585
Marina Lynne Johnson
PORTLAND, Oregon
CRD# 2572268
Sarah Wesley Quist
PORTLAND, Oregon
CRD# 1162696
Suzanne Phelps Mcgrath
PORTLAND, Oregon
CRD# 1193291
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
.