VISION2020 WEALTH MANAGEMENT CORP.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Peak AUM | $21.12BMar 2022 |
Key Metrics
| Total AUM | N |
| Employees | 0 |
| Client Range | 0 |
Contact & Location
Address
18700 N. HAYDEN RD.
SCOTTSDALE AZ 85255
Phone
800-552-3319
Filing History
110 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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