VisionPoint Advisory is an investment advisor in Dallas with $624.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463329350
SEC advisor number
801-78506
FINRA CRD number
168733
AUM ?
$663.77 mm
(as of 30 Mar 23)
Accounts
2,060
(as of 30 Mar 23)
Employees
31
(17 investment advisory or research)
Address
VisionPoint Advisory
5001 SPRING VALLEY ROAD
STE 200W
DALLAS
TX 75244
5001 SPRING VALLEY ROAD
STE 200W
DALLAS
TX 75244
Phone
800-282-4032
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21