Vision Investment Advisors LLC
Legal Name: VISION INVESTMENT ADVISORS, LLC
Full Contact Details
Vision Investment Advisors LLC
120 LONG RIDGE ROAD, 3 NORTH, STAMFORD, CT
203-388-2700
203-321-0071
Other Info
Vision Investment Advisors LLC, legally known as VISION INVESTMENT ADVISORS, LLC, is a Delaware-based Limited Liability Company that operates with 19 employees, of which 12 are in advisory roles. As per the last SEC records, the firm stands as an approved entity, and its registration dates back to September 22, 2000. Though the number of clients served is unknown, Vision Investment Advisors LLC continues to provide quality financial advisory services to its clients.
Vision Investment Advisors
Vision Investment Advisors, LLC is a money management and advisory firm headquartered in Stamford, Connecticut. Vision Advisors provides discretionary investment advisory services to help meet the needs of a client's specific investment objectives, goals and risk tolerances.
Direct Owners
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BOSHNACK FAMILY LLC
OWNER owns more than 25% but less than 50%
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DAVID EDWARD ACHZET
CHIEF COMPLIANCE OFFICER owns less than 5%
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H. ROTHMAN FAMILY LLC
OWNER owns more than 10% but less than 25%
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HOWARD MARTIN ROTHMAN
MANAGER, CEO AND OWNER owns more than 25% but less than 50%
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JOAN HARRIET HANKO
OWNER owns less than 5%
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JOHN MICHAEL KARAFA
AML COMPLIANCE OFFICER owns less than 5%
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KEITH LURIE
GENERAL COUNSEL owns less than 5%
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SHIRLEY BARBARA SIEGEL
OWNER owns less than 5%
Indirect Owners
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GAYLE HANNAH ROTHMAN
MANAGER OF H. ROTHMAN FAMILY LLC
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ROBERT MARTIN BOSHNACK
MANAGER OF BOSHNACK FAMILY LLC