VISIONARY ASSET MANAGEMENT, INC.
Legal name: VISIONARY ASSET MANAGEMENT
CRD #147304 SEC #801-69217 HOUSTON, TX 866-940-4932
SEC Registered
Total AUM
$605.1M
Discretionary
$605.1M
Employees
8
Clients
0
Accounts
4,348
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $605.1M | $605.1M | $0 | 8 | 0 |
| May 2018 | $605.1M | $605.1M | $0 | 8 | 0 |
| Mar 2018 | $605.1M | $605.1M | $0 | 8 | 0 |
| Mar 2017 | $615.6M | $615.6M | $0 | 9 | 4,700 |
| Oct 2016 | $528.6M | $528.6M | $0 | 7 | 4,000 |
| Aug 2016 | $528.6M | $528.6M | $0 | 7 | 4,000 |
| Aug 2016 | $528.6M | $528.6M | $0 | 7 | 4,000 |
| Mar 2016 | $528.6M | $528.6M | $0 | 10 | 4,000 |
| May 2015 | $657.9M | $657.9M | $0 | 13 | 5,000 |
| Mar 2015 | $657.9M | $657.9M | $0 | 13 | 5,000 |
| Mar 2015 | $657.9M | $657.9M | $0 | 13 | 5,000 |
| Jan 2015 | $656.6M | $656.6M | $0 | 13 | 5,000 |
| Sep 2014 | $722.8M | $722.8M | $0 | 12 | 4,552 |
| Jun 2014 | $759.1M | $759.1M | $0 | 8 | 6,050 |
| Apr 2014 | $759.1M | $759.1M | $0 | 8 | 6,050 |
| Mar 2014 | $759.1M | $759.1M | $0 | 8 | 6,050 |
| Jul 2013 | $663.7M | $663.7M | $0 | 6 | 4,035 |
| Jul 2013 | $663.7M | $663.7M | $0 | 6 | 4,035 |
| Jul 2013 | $663.7M | $663.7M | $0 | 6 | 4,035 |
| Apr 2013 | $490.3M | $490.3M | $0 | 4 | 4,648 |
| Apr 2013 | $490.3M | $490.3M | $0 | 4 | 4,648 |
| Mar 2013 | $490.3M | $490.3M | $0 | 4 | 4,648 |
| Aug 2012 | $396.4M | $396.4M | $0 | 6 | 3,480 |
| Jun 2012 | $396.4M | $396.4M | $0 | 6 | 3,480 |
| Apr 2012 | $396.4M | $396.4M | $0 | 6 | 3,480 |
| Mar 2012 | $396.4M | $396.4M | $0 | 6 | 3,480 |
| Mar 2012 | $396.4M | $396.4M | $0 | 6 | 3,480 |
| Mar 2012 | $396.4M | $396.4M | $0 | 6 | 3,480 |
| Dec 2011 | $392.3M | $392.3M | $0 | 6 | 3,587 |
| Dec 2011 | $392.3M | $392.3M | $0 | 6 | 3,587 |
| Dec 2011 | $392.3M | $392.3M | $0 | 6 | 3,587 |
| Nov 2011 | $325M | $325M | $0 | 6 | 1,835 |
| Jun 2011 | $325M | $325M | $0 | 10 | -- |
| Apr 2011 | $325M | $325M | $0 | 10 | -- |
| Apr 2011 | $325M | $325M | $0 | 10 | -- |
| Apr 2011 | $325M | $325M | $0 | 10 | -- |
| Feb 2011 | $141.3M | $141.3M | $0 | 10 | -- |
| Dec 2010 | $141.3M | $141.3M | $0 | 10 | -- |
| Dec 2010 | $141.3M | $141.3M | $0 | 10 | -- |
| Sep 2010 | $141.3M | $141.3M | $0 | 10 | -- |
| Aug 2010 | $141.3M | $141.3M | $0 | 10 | -- |
| Mar 2010 | $141.3M | $141.3M | $0 | 10 | -- |
| Sep 2009 | $82.3M | $82.3M | $0 | 5 | -- |
| Apr 2009 | $4.4M | $4.4M | $0 | 5 | -- |
| Mar 2009 | $4.4M | $4.4M | $0 | 5 | -- |
DateJul 2018
Total AUM$605.1M
Discretionary$605.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$605.1M
Discretionary$605.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$605.1M
Discretionary$605.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$615.6M
Discretionary$615.6M
Non-Disc.$0
Employees9
Clients4,700
DateOct 2016
Total AUM$528.6M
Discretionary$528.6M
Non-Disc.$0
Employees7
Clients4,000
DateAug 2016
Total AUM$528.6M
Discretionary$528.6M
Non-Disc.$0
Employees7
Clients4,000
DateAug 2016
Total AUM$528.6M
Discretionary$528.6M
Non-Disc.$0
Employees7
Clients4,000
DateMar 2016
Total AUM$528.6M
Discretionary$528.6M
Non-Disc.$0
Employees10
Clients4,000
DateMay 2015
Total AUM$657.9M
Discretionary$657.9M
Non-Disc.$0
Employees13
Clients5,000
DateMar 2015
Total AUM$657.9M
Discretionary$657.9M
Non-Disc.$0
Employees13
Clients5,000
DateMar 2015
Total AUM$657.9M
Discretionary$657.9M
Non-Disc.$0
Employees13
Clients5,000
DateJan 2015
Total AUM$656.6M
Discretionary$656.6M
Non-Disc.$0
Employees13
Clients5,000
DateSep 2014
Total AUM$722.8M
Discretionary$722.8M
Non-Disc.$0
Employees12
Clients4,552
DateJun 2014
Total AUM$759.1M
Discretionary$759.1M
Non-Disc.$0
Employees8
Clients6,050
DateApr 2014
Total AUM$759.1M
Discretionary$759.1M
Non-Disc.$0
Employees8
Clients6,050
DateMar 2014
Total AUM$759.1M
Discretionary$759.1M
Non-Disc.$0
Employees8
Clients6,050
DateJul 2013
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees6
Clients4,035
DateJul 2013
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees6
Clients4,035
DateJul 2013
Total AUM$663.7M
Discretionary$663.7M
Non-Disc.$0
Employees6
Clients4,035
DateApr 2013
Total AUM$490.3M
Discretionary$490.3M
Non-Disc.$0
Employees4
Clients4,648
DateApr 2013
Total AUM$490.3M
Discretionary$490.3M
Non-Disc.$0
Employees4
Clients4,648
DateMar 2013
Total AUM$490.3M
Discretionary$490.3M
Non-Disc.$0
Employees4
Clients4,648
DateAug 2012
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees6
Clients3,480
DateJun 2012
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees6
Clients3,480
DateApr 2012
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees6
Clients3,480
DateMar 2012
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees6
Clients3,480
DateMar 2012
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees6
Clients3,480
DateMar 2012
Total AUM$396.4M
Discretionary$396.4M
Non-Disc.$0
Employees6
Clients3,480
DateDec 2011
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees6
Clients3,587
DateDec 2011
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees6
Clients3,587
DateDec 2011
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees6
Clients3,587
DateNov 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees6
Clients1,835
DateJun 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$82.3M
Discretionary$82.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$4.4M
Discretionary$4.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$4.4M
Discretionary$4.4M
Non-Disc.$0
Employees5
Clients--