VISION INVESTMENT ADVISORS, LLC

STAMFORD, Connecticut·6 registered advisors·CRD# 109621
SEC# 801-579753203-388-2700
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at VISION INVESTMENT ADVISORS, LLC

6 registered advisors
Howard Martin Rothman
STAMFORD, Connecticut
John Michael Karafa
STAMFORD, Connecticut
Keith Lurie
STAMFORD, Connecticut
Lloyd George King
STAMFORD, Connecticut
Robert Martin Boshnack
STAMFORD, Connecticut
Steven Mitchell Silver
STAMFORD, Connecticut
05

Office Locations

STAMFORD, Connecticut
6 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. VISION INVESTMENT ADVISORS, LLC (CRD# 109621) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.