RIA Intelligence

ENVISION ASSET MANAGEMENT, INC.

CRD #144756 SEC #801-68242 IRVINE, CA 949-797-0050
SEC Registered
Total AUM
$6M
Discretionary
$6M
Employees
5
Clients
0
Accounts
41

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2008
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SAJADIAN, ALI, REZAIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
SAJADIAN, ALI, REZAIPRESIDENT & CHIEF COMPLIANCE OFFICERD Control
SOTO, CHRISTOPHER, FERNANDOIVICE PRESIDENTD Control
SOTO, CHRISTOPHER, FERNANDOIVICE PRESIDENTD Control

Registrations

Federal

IA
Mar 24, 2008 REGISTERED

Address

18101 VAN KARMEN AVENUE, SUITE 330
IRVINE, CA 92612
USA
Phone: 949-797-0050