Small Firm

FINANCIAL VISION ADVISORY SERVICES, LLC.

4211 Waialae Avenue, Honolulu HI 96816-5312

(808) 732-9196
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Firm Details

The basic information about the firm.

Assets Under Management (AUM)

This is the total number of dollars the firm holds in client assets

$8,936,150.00

Number of Accounts

This is the total number of open accounts the firm has under management.

30

Number of Employees

This is the total number of employees that work at the firm.

1

Investment Employees

Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client

1

Services & Fee Structure & Activities

Information about the services offered and fee structure.

Services

Financial PlanningPortfolio Management

Fee Structure

Percentage of Assets Under ManagementHourlyFixed Fee

Activities

    Clients

    Information about the firm's clients.

    High Net Worth Clients

    A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth

    0

    High Net Worth AUM

    This is the total number of assets under management for all clients the firm identifies as high net worth

    N/A

    Pension Profit Sharing Clients

    Clients of the firm that participate in a profit sharing plan which the firm performs financial services

    0

    Charitable Organization Clients

    Number of clients the firm identifies as Charitable Organizations

    0

    Charitable Organization AUM

    Total number of assets under management for clients the form identifies as a “charitable organization”

    N/A

    Corporate Clients

    Corporate clients are any companies that enlist the investment adviser for wealth management services

    0

    Corporate AUM

    Total number of assets under management for clients the form identifies as “corporate”

    N/A

    None US Client Percentage

    This is the total number of open accounts the firm has under management.

    0%