RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 19, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA
COWAN, CARY, JOELIDIRECTORNA Control
COWAN, CARY, JOELIDIRECTORNA Control
COWAN, CARY, JOELIDIRECTORNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
COWAN, CARY, JOELIBODNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHIBODNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DANGELO, GORDON, RALPHICHAIRMANNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
DEFLOREO, RITA, CAROLICHIEF COMPLIANCE OFFICERNA Control
FARR, ARTHUR, DANIELIDIRECTORNA Control
FARR, ARTHUR, DANIELIBODNA Control
FARR, ARTHUR, DANIELIBODNA Control
FARR, ARTHUR, DANIELIBODNA Control
FARR, ARTHUR, DANIELIBODNA Control
FARR, ARTHUR, DANIELIBODNA Control
FARR, ARTHUR, DANIELIBODNA Control
FARR, ARTHUR, DANIELIBODNA Control
FARR, ARTHUR, DANIELIBODNA Control
GRANT, NORMAN, CARLIDIRECTORNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLICHAIRMANNA Control
GRANT, NORMAN, CARLIBODNA Control
GRANT, NORMAN, CARLIBODNA Control
GRANT, NORMAN, CARLIBODNA Control
GRANT, NORMAN, CARLIBODNA Control
HOLTZ, DAVID, LEEIDIRECTORNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
HOLTZ, DAVID, LEEIBODNA Control
JOINER SCHLANGEN, SUSANNAICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
JOINER SCHLANGEN, SUSANNAICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
JOINER SCHLANGEN, SUSANNAICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
JOINER SCHLANGEN, SUSANNAICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
JOINER SCHLANGEN, SUSANNAICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
JOINER SCHLANGEN, SUSANNAICHIEF COMPLIANCE OFFICER/PRESIDENTNA Control
MILLER, ANDREW, CICHIEF COMPLIANCE OFFICER/PRESIDENTNA
MILLER, ANDREW, CICHIEF COMPLIANCE OFFICER/PRESIDENTNA
MILLER, ANDREW, CASSEDYIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MILLER, ANDREW, CASSEDYIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MILLER, ANDREW, CASSEDYIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MILLER, ANDREW, CASSEDYIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MILLER, ANDREW, CASSEDYIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND INTERIM CHIEF COMPLIANCE OFFICERNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYICHIEF COMPLIANCE OFFICERNA
MILLER, ANDREW, CASSEDYIPRESIDENTNA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
MILLER, ANDREW, CASSEDYIPRESIDENT AND CCONA Control
SALINE, JEFFREY, JUDDIDIRECTORNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDIBODNA Control
SALINE, JEFFREY, JUDDICHAIRMANNA Control
SALINE, JEFFREY, JUDDICHAIRMANNA Control
SALINE, JEFFREY, JUDDICHAIRMANNA Control
SALINE, JEFFREY, JUDDICHAIRMANNA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SMITH, PHILIP, FRANCISICFONA Control
SPLETTSTOSSER, MARLANA, ARLINEICHIEF COMPLIANCE OFFICERNA
SPLETTSTOSSER, MARLANA, ARLINEICHIEF COMPLIANCE OFFICERNA
SPLETTSTOSSER, MARLANA, ARLINEICHIEF COMPLIANCE OFFICERNA
SPLETTSTOSSER, MARLANA, ARLINEICHIEF COMPLIANCE OFFICERNA
SPLETTSTOSSER, MARLANA, ARLINEICHIEF COMPLIANCE OFFICERNA
SPLETTSTOSSER, MARLANA, ARLINEICHIEF COMPLIANCE OFFICERNA
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
NEXT FINANCIAL HOLDINGS, INCDEOWNERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DESHAREHOLDERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control
WE2, INC.DEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEVISIONARY ASSET MANAGEMENTE Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEVISIONARY ASSET MANAGEMENTE Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEVISIONARY ASSET MANAGEMENTE Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEVISIONARY ASSET MANAGEMENTE Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control
NEXT FINANCIAL HOLDINGS, INC.DEWE2, INC.E Control

Registrations

Federal

IA
Jul 19, 2018 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV

Address

2500 WILCREST DRIVE
SUITE 640
HOUSTON, TX 77042
United States
Phone: 866-940-4932