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Overview

Articles

Insights

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Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 23, 2019
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

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Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
James Brewer CFP®, AIF®, MBA
October 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Envision Insurance Services LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Ellis Brewer President/Chief Compliance Officer September, 2018 75% or more
        Source: SEC

        Fees

        There is no compensation data available to display at this time