VISION2020 WEALTH MANAGEMENT CORP.
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VISION2020 WEALTH MANAGEMENT CORP.
(CRD# 154149)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Jersey City, NJ.
The SEC approved the firm to operate as an RIA in
Jun 2010.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$5.6 Billion,
with discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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VISION2020 WEALTH MANAGEMENT CORP.
also reported in
Mar 2019
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924
employees,
with
0
performing advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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VISION2020 WEALTH MANAGEMENT CORP. has no disclosure events reported to the SEC at this time.
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VISION2020 WEALTH MANAGEMENT CORP. has Notice Filings with the following State Securities Authorities:
AK-Jun 2010, AL-Jun 2010, AR-Jun 2010, AZ-Jun 2010, CA-Jun 2010
, CO-Jun 2010, CT-Jun 2010, DC-Jun 2010, DE-Jun 2010, FL-Jun 2010
, GA-Jun 2010, HI-Jun 2010, IA-Jun 2010, ID-Jun 2010, IL-Jun 2010
, IN-Jun 2010, KS-Jun 2010, KY-Jun 2010, LA-Jun 2010, MA-Jun 2010
, MD-Jun 2010, ME-Jun 2010, MI-Jun 2010, MN-Jun 2010, MO-Jun 2010
, MS-Jun 2010, MT-Jun 2010, NC-Jun 2010, ND-Jun 2010, NE-Jun 2010
, NH-Jun 2010, NJ-Jun 2010, NM-Jun 2010, NV-Jun 2010, NY-Jun 2010
, OH-Jun 2010, OK-Jun 2010, OR-Jun 2010, PA-Jun 2010, PR-Jun 2010
, RI-Jun 2010, SC-Jun 2010, SD-Jun 2010, TN-Jun 2010, TX-Jun 2010
, UT-Jun 2010, VA-Jun 2010, VI-Jun 2010, VT-Jun 2010, WA-Jun 2010
, WI-Jun 2010, WV-Jun 2010, WY-Jul 2017
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Disclaimer:
The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
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