VISION RETIREMENT, LLC

VISION RETIREMENT
RIDGEWOOD, New Jersey·3 registered advisors·CRD# 173064
SEC# 801-1265242201-447-2212
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION SERVICES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VISION RETIREMENT, LLC

3 registered advisors
Jason M. Ellis
RIDGEWOOD, New Jersey
Joseph Michael Lanza
RIDGEWOOD, New Jersey
Paul David Muller
RIDGEWOOD, New Jersey
05

Office Locations

RIDGEWOOD, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. VISION RETIREMENT, LLC (CRD# 173064) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.