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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PITTSFIELD | MA | 2 | 413-443-9122 |
| PLEASANT HILL | CA | 2 | 925-521-0110 |
| SAN ANTONIO | TX | 2 | 210-691-3133 |
| — | — | 1 | 336-715-3302 |
| ABILENE | TX | 1 | 325-677-6251 |
| PEABODY | MA | 1 | 978-762-5899 |
| NAPLES | FL | 1 | (239) 449-6150 |
| LONGWOOD | FL | 1 | 407-869-4132 |
| — | — | 1 | 603-369-4750 |
| ROCHESTER HILLS | MI | 1 | (248) 650-8280 |
| SCHAUMBURG | IL | 1 | 312-578-9300 |
| WAKEFIELD | MA | 1 | 781-569-0070 |