ENVISION FINANCIAL LLC of BROOKFIELD, WI is an SEC-registered investment adviser (CRD 314365). Regulatory assets under management: $352.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Kevin P Ellis | FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER; FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Joshua James Palleon | PARTNER, CHIEF INVESTMENT OFFICER | — |
| ELLIS KEVIN P | FOUNDING PARTNER, PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, OWNER, CHIEF COMPLIANCE OFFICER | — |
| PALLEON JOSHUA JAMES | PARTNER, CHIEF INVESTMENT OFFICER | — |