# VISIONARY ASSET MANAGEMENT, INC.

VISIONARY ASSET MANAGEMENT, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 147304
- Type: SEC-registered investment adviser
- SEC file number: 801-69217
- Location: 2500 WILCREST DRIVE, SUITE 640, HOUSTON, TX, 77042
- Phone: 866-940-4932
- Latest filing: 2018-07-19
- Regulatory AUM: $605.1M
- Discretionary AUM: $605.1M
- Clients: 8
- Accounts: 4,348

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| DEFLOREO RITA CAROL | CHIEF COMPLIANCE OFFICER | — |
| HOLTZ DAVID LEE | BOD; DIRECTOR | — |
| DANGELO GORDON RALPH | BOD; CHAIRMAN | — |
| SMITH LEE FRANCIS | CFO | — |
| FARR ARTHUR DANIEL | BOD; DIRECTOR | — |
| LEVITT ROBERT WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| JOINER SCHLANGEN SUSANNA | CHIEF COMPLIANCE OFFICER/PRESIDENT; PRESIDENT | — |
| WIGGLE GLENN CHARLES | DIRECTOR | — |
| SCHLANGEN ROBERT PHILIP | CHIEF COMPLIANCE OFFICER | — |
| COWAN CARY JOEL | BOD; DIRECTOR | — |
| MILLER ANDREW CASSEDY | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CCO (+2 more) | — |
| SPLETTSTOSSER MARLANA ARLINE | CHIEF COMPLIANCE OFFICER | — |
| MILLER WILLIAM C | CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| SALINE JEFFREY JUDD | BOD; CHAIRMAN; DIRECTOR | — |
| GRANT NORMAN CARL | BOD; CHAIRMAN; DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147304/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147304/similar
- Related entities: https://search.stillhousedata.com/firm/147304/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147304

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.