ENVISION FINANCIAL TRANSPARENCY, LLC is an SEC-registered investment adviser (CRD 297713). Regulatory assets under management: $322.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Emily Therese Keagle | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| KEAGLE EMILY THERESE | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND SOLE UNITHOLDER | — |