VISION CAPITAL PARTNERS

ANN ARBOR, Michigan·3 registered advisors·CRD# 175147
SEC# 801-1003642734-356-3250
01

Firm Overview

AUM
$127M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VISION CAPITAL PARTNERS

3 registered advisors
Jennifer Puckett Hunter
ANN ARBOR, Michigan
Julie Marie-Rafferty Quick
NOVI, Michigan
Thomas Wesley Duncan
ANN ARBOR, Michigan
05

Office Locations

ANN ARBOR, Michigan
2 advisors
NOVI, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. VISION CAPITAL PARTNERS (CRD# 175147) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.