Vision Brokerage Services

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

1771 State Rte 34 2, Farmingdale, New Je...

Phone Number

(203) 388-2714

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1

About Vision Brokerage Services

Vision provides several services including broker-assisted accounts and access to investment advisory services such as separately managed accounts from Vision Investment Advisors and other Registered Investment Advisors. In addition, for qualified and appropriate individuals, Vision offers access to additional managed products including hedge funds, private placements and other alternative investments. Vision also has access to mutual funds from over 80 different fund families. In addition to being a member of FINRA, Vision is also holds memberships with the Municipal Securities Rulemaking Board and Securities Investors Protection Corporation. Vision is a sister (affiliated) company of Vision Financial Markets LLC, a leading self-clearing Securities Broker/Dealer. Vision is also a sister (affiliated) company of Vision Investment Advisors, LLC, a SEC registered investment advisor. Vision Investment Advisors is a money management and advisory firm which provides portfolio management servRead more
Vision Brokerage Services's Social MediaPopular SearchesVision Brokerage Services LLCBrokerage Services LLCGeoffrey Kraft LLCGeoffrey KraftVision Brokerage ServiceSIC Code 62,621NAICS Code 52,523Show more

Vision Brokerage Services Org Chart

PhoneEmail
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Senior VP, Investments

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Vice President, Investments

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JE
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Financial Planner

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Investment Advisor & Representative & Registe...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vision Brokerage Services

<$5M
1-10
Private
-
1999
RO
Richard OakfordSenior VP, Investments
$5.6M
1-10
Private
-
2005
$5.3M
11-50
Private
-
2015
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vision Brokerage Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vision Brokerage Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vision Brokerage Services.

Vision Brokerage Services Tech Stack

A closer look at the technologies used by Vision Brokerage Services

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Frequently Asked Questions Regarding Vision Brokerage Services

What is Vision Brokerage Services's official website?
Vision Brokerage Services's official website is www.visionbrokerageservices.com
What is Vision Brokerage Services's Revenue?
Vision Brokerage Services's revenue is <$5 Million
What is Vision Brokerage Services's SIC code?
Vision Brokerage Services's SIC: 62,621
What is Vision Brokerage Services's NAICS code?
Vision Brokerage Services's NAICS: 52,523
How many employees does Vision Brokerage Services have?
Vision Brokerage Services has 1-10 employees
What industry does Vision Brokerage Services belong to?
Vision Brokerage Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Vision Brokerage Services competition?
Vision Brokerage Services top competitors include: Cambria Capital, Woodmont Investment Counsel, Wealth Advisory Services, Innovative Investment Management
What technology does Vision Brokerage Services use?
Some of the popular technologies that Vision Brokerage Services uses are: Microsoft 365, Mimecast, Microsoft Exchange Online
How do I contact Vision Brokerage Services?
Vision Brokerage Services contact info: Phone number: (203) 388-2714 Website: www.visionbrokerageservices.com
What does Vision Brokerage Services do?

Vision provides several services including broker-assisted accounts and access to investment advisory services such as separately managed accounts from Vision Investment Advisors and other Registered Investment Advisors. In addition, for qualified and appropriate individuals, Vision offers access to additional managed products including hedge funds... , private placements and other alternative investments. Vision also has access to mutual funds from over 80 different fund families. In addition to being a member of FINRA, Vision is also holds memberships with the Municipal Securities Rulemaking Board and Securities Investors Protection Corporation. Vision is a sister (affiliated) company of Vision Financial Markets LLC, a leading self-clearing Securities Broker/Dealer. Vision is also a sister (affiliated) company of Vision Investment Advisors, LLC, a SEC registered investment advisor. Vision Investment Advisors is a money management and advisory firm which provides portfolio management services covering both equities and fixed income. The affiliated companies of Vision are privately held. Vision Brokerage Services and Vision Investment Advisors were founded in 1999 to expand Vision's capabilities into securities brokerage and investment advisory. Connect With UsRead More

What are Vision Brokerage Services social media links?
Vision Brokerage Services Linkedin page
Is Vision Brokerage Services a public company?
Vision Brokerage Services is private company therefore does not currently have an official ticker symbol
See more information about Vision Brokerage Services

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