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VISIONARY ASSET MANAGEMENT, INC.
VISIONARY ASSET MANAGEMENT, INC.
VISIONARY ASSET MANAGEMENT
HOUSTON, Texas
·
4 registered advisors
·
CRD# 147304
SEC# 801-69217
0
866-940-4932
01
Firm Overview
AUM
$605M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at VISIONARY ASSET MANAGEMENT, INC.
4 registered advisors
Andrew Cassedy Miller
HOUSTON, Texas
CRD# 4384866
Gordon Ralph Dangelo
HOUSTON, Texas
CRD# 1353120
Marlana Arline Splettstosser
HOUSTON, Texas
CRD# 4913560
Rita Carol Defloreo
HOUSTON, Texas
CRD# 1655762
05
Office Locations
HOUSTON, Texas
4 advisors
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Data sourced from SEC Form ADV filings. VISIONARY ASSET MANAGEMENT, INC. (CRD# 147304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.