Vision2020 Wealth Management Corp. is a large advisory firm based in Jersey City. It manages $5.63 billion of regulatory assets for 51,728 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Vision2020 Wealth Management Corp provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vision2020 Wealth Management Corp. is $5.63 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and $375.85 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Vision2020 Wealth Management Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of James Dale Price is individuals with 35,346 clients and $3.58 billion of assets under management. Among the 9 most similar advisory firms, Vision2020 Wealth Management Corp has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $5.63 billion for 41,149 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vision2020 Wealth Management Corp doesn't advise any private funds.
The company employs 924 people that are either part- or full-time employees. No employees work as investment advisers or researchers. 120 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
James Dale Price has been acting as President since 1 Nov 2016. Ag Parent Corporation joined the executive team most recently as the Shareholder.
The principal office where Vision2020 Wealth Management Corp. performs its advisory services is located at 10 Excahnge Place, Jersey City, NJ 07302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-551-5732 or by fax 212-551-5200. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.