Envision Capital Management Inc (El Segundo)

Name: Envision Capital Management Inc
Address: 2301 Rosecrans Ave, #4180,, El Segundo, CA, 90245
Telephone: 310-445-3252

Envision Capital Management Inc is a large advisory firm based in El Segundo. It manages $409.35 million of regulatory assets for 339 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.

Envision Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Envision Capital Management: assets under management

The assets under management (AUM) of Envision Capital Management Inc is $409.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 417% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $409.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.21 million each.

Investments

The firm invests in state and local bonds the most. They account for 50% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 24% of the firm’s portfolio. Investments in other assets form 9% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Envision Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Envision Capital Management serves?

The only and largest group of clients of Envision Capital Management is high net worth individuals with 329 clients and $409.09 million of assets under management. Among the 10 most similar advisory firms, Envision Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $409.09 million for 329 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Envision Capital Management doesn't advise any private funds.

Careers at Envision Capital Management Inc

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marilyn Maxine Cohen	President, ceo, director	1 Jan 1995	75% - 100%	860876
Lisa Ann Nevolo	Evp, secretary, director, chief compliance officer	1 Mar 1995	Other	1408872
Alexander Mcgregor Anderson	Vice president private client services	1 Feb 2008	Other	5510719

Based in El Segundo

The principal office where Envision Capital Management Inc performs its advisory services is located at 2301 Rosecrans Ave, #4180,, El Segundo, CA 90245, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-445-3252 or by fax 310-445-3258. The normal business hours are 6:30am to 2:30pm on Monday - Friday. You can find more information about the New York firm at envisioncap.com.