Vision2020 Wealth Management Corp
Legal Name: VISION2020 WEALTH MANAGEMENT CORP.
Full Contact Details
Vision2020 Wealth Management Corp
10 EXCAHNGE PLACE, SUITE 1410, JERSEY CITY, NJ
212-551-5732
212-551-5200
Other Info
Vision2020 Wealth Management Corp, legally registered as VISION2020 WEALTH MANAGEMENT CORP., is a Delaware-based corporation with 924 employees. The number of clients that the firm serves is currently unknown. Recently, the U.S. Securities and Exchange Commission has approved the firm's status and it was registered on June 21, 2010.
Direct Owners
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ADVISOR GROUP, INC.
SHAREHOLDER owns 75% or more
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CYNTHIA ANN HAMEL
DIRECTOR, CHIEF OPERATIONS OFFICER, EVP owns less than 5%
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JAMES DALE PRICE
CHAIRMAN owns less than 5%
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MATTHEW ADAM SCHLUETER
DIRECTOR, EVP owns less than 5%
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NINA SCHLOESSER MCKENNA
EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARY owns less than 5%
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ROBERT JOHN GULDNER
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR owns less than 5%
Indirect Owners
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ADVISOR GROUP HOLDINGS, INC.
SHAREHOLDER owns 75% or more
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LIGHTYEAR FUND III, LP
SHAREHOLDER owns more than 25% but less than 50%
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AG ARTEMIS HOLDINGS, L.P.
SHAREHOLDER owns 75% or more
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AG INTERMEDIATE CORPORATION
SHAREHOLDER owns 75% or more
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AG PARENT CORPORATION
SHAREHOLDER owns 75% or more
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RCP ARTEMIS CO-INVEST, L.P.
SHAREHOLDER owns 75% or more