GLOBAL VISION ADVISORS LLC
Legal name: GLOBAL VISION ADVISORS
CRD #145200 SEC #801-70857 NORWELL, MA 781-740-8883
SEC Registered
Total AUM
$48.8M
Discretionary
$42.9M
Employees
6
Clients
11
Accounts
273
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAVENS, MATTHEW, PHILIP | I | MEMBER | D | Control |
| HAVENS, MATTHEW, PHILIP | I | MEMBER | D | Control |
| HAVENS, MATTHEW, PHILIP | I | MEMBER | D | Control |
| HAVENS, MATTHEW, PHILIP | I | MEMBER | D | Control |
| HAVENS, MATTHEW, PHILIP | I | MEMBER | D | Control |
| HOLLAND, THOMAS, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HOLLAND, THOMAS, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HOLLAND, THOMAS, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HOLLAND, THOMAS, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| HOLLAND, THOMAS, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DURKIN, PATRICK, SULLIVAN | I | MEMBER | C | Control |
| DURKIN, PATRICK, SULLIVAN | I | MEMBER | C | Control |
| HAVENS, MATTHEW, PHILIP | I | MEMBER | C | Control |
| HAVENS, MATTHEW, PHILIP | I | MEMBER | C | Control |
| HOLLAND, THOMAS, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| HOLLAND, THOMAS, PHILLIP | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
May 8, 2012 REGISTERED
Notice Filings (2)
MA TX
Address
101 LONGWATER CIRCLEUNIT 103
NORWELL, MA 02061
United States
Phone: 781-740-8883