VISION RETIREMENT, LLC of RIDGEWOOD, NJ is an SEC-registered investment adviser (CRD 173064). Regulatory assets under management: $633.7M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Paul David Muller | MANAGING MEMBER, CCO | — |
| Joseph Michael Lanza | MANAGING MEMBER | — |
| MULLER PAUL DAVID | FOUNDER, CEO, CCO; MANAGING MEMBER, CCO | — |
| ELLIS JASON M | MANAGING DIRECTOR AND SR. WEALTH ADVISOR; MEMBER AND SR. WEALTH ADVISOR | — |
| LANZA JOSEPH MICHAEL | MANAGING MEMBER | — |