VISIONARY ASSET Overview
Visionary Asset Management Inc. is an investment advisor that manages 657.9 MM dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 12/31/18. The fund's latest filing disclosed 252MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/18. The fund's latest filing disclosed 252MM in positions, representing 38% of the manager's regulatory AUM.
VISIONARY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VISIONARY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
VISIONARY ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew C. Miller | President | December-2010 |
| Marlana A. Splettstosser | Chief Compliance Officer | August-2014 |
| Norman C. Grant | Chairman | January-2015 |
| Cary J. Cowan | Bod | April-2008 |
| David L. Holtz | Bod | April-2008 |
| Jeffrey J. Saline | Bod | April-2008 |
| Arthur D. Farr | Bod | April-2008 |
| Philip F. Smith | Cfo | March-2015 |
VISIONARY ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VISIONARY ASSET Investment Strategy
VISIONARY ASSET Portfolio Concentration
VISIONARY ASSET Location
2500 WILCREST DRIVE
SUITE 640
HOUSTON, Texas
UNITED STATES, 77042
SUITE 640
HOUSTON, Texas
UNITED STATES, 77042
VISIONARY ASSET Contact Information
Phone Number: 866-940-4932
Fax Number: 713-333-2705
Website: null
Fax Number: 713-333-2705
Website: null
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