ENVISION INVESTMENT ADVISORS, LLC
CRD #143667 SEC #801-67791 OMAHA, NE 402-445-6100
SEC Registered
Total AUM
$25.7M
Discretionary
$24.7M
Employees
51
Clients
10
Accounts
895
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $25.7M | $24.7M | $964.9K | 51 | -- |
| Sep 2008 | $47.3M | $44.9M | $2.4M | 51 | -- |
| Feb 2008 | $26.4M | $25.6M | $791.4K | 51 | -- |
| Dec 2007 | $8.6M | $7.8M | $791.4K | 51 | -- |
| Nov 2007 | $8.6M | $7.8M | $791.4K | 51 | -- |
| Oct 2007 | $8.6M | $7.8M | $791.4K | 51 | -- |
| Sep 2007 | $8.6M | $7.8M | $791.4K | 51 | -- |
| Apr 2007 | $25.5M | $25M | $500K | 10 | -- |
DateMar 2009
Total AUM$25.7M
Discretionary$24.7M
Non-Disc.$964.9K
Employees51
Clients--
DateSep 2008
Total AUM$47.3M
Discretionary$44.9M
Non-Disc.$2.4M
Employees51
Clients--
DateFeb 2008
Total AUM$26.4M
Discretionary$25.6M
Non-Disc.$791.4K
Employees51
Clients--
DateDec 2007
Total AUM$8.6M
Discretionary$7.8M
Non-Disc.$791.4K
Employees51
Clients--
DateNov 2007
Total AUM$8.6M
Discretionary$7.8M
Non-Disc.$791.4K
Employees51
Clients--
DateOct 2007
Total AUM$8.6M
Discretionary$7.8M
Non-Disc.$791.4K
Employees51
Clients--
DateSep 2007
Total AUM$8.6M
Discretionary$7.8M
Non-Disc.$791.4K
Employees51
Clients--
DateApr 2007
Total AUM$25.5M
Discretionary$25M
Non-Disc.$500K
Employees10
Clients--