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VisionPoint Advisory Group Revenue and Competitors

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Dallas, TX USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • VisionPoint Advisory Group's estimated annual revenue is currently $5.7M per year.(i)
  • VisionPoint Advisory Group's estimated revenue per employee is $168,000

Employee Data

  • VisionPoint Advisory Group has 34 Employees.(i)
  • VisionPoint Advisory Group grew their employee count by 6% last year.

VisionPoint Advisory Group's People

NameTitleEmail/Phone
1
Chief Compliance OfficerReveal Email/Phone
2
Chief Compliance OfficerReveal Email/Phone
3
Partner/SVP Private Wealth ConsultantReveal Email/Phone
4
VP Business DevelopmentReveal Email/Phone
5
VP Retirement Plan ConsultingReveal Email/Phone
6
Client Services ManagerReveal Email/Phone
7
National Consulting Group ManagerReveal Email/Phone
8
Partner, Financial AdvisorReveal Email/Phone
9
Managing PartnerReveal Email/Phone
10
Retirement ConsultantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M151-4%N/AN/A
#2
$86.6M33010%N/AN/A
#3
$4.1M28-22%N/AN/A
#4
$7.9M47-2%N/AN/A
#5
$7.1M422%N/AN/A
#6
$6.9M4111%N/AN/A
#7
$6.7M408%N/AN/A
#8
$0.1M5-84%N/AN/A
#9
$5.4M3210%N/AN/A
#10
$19.1M9115%N/AN/A
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What Is VisionPoint Advisory Group?

VisionPoint Advisors, founded in 1982, in an independent Registered Investment Advisor and financial services company with over 25 advisors in 7 states and with four management offices located in Dallas, TX (Headquarters), Sioux Falls, SD, Wichita, KS, and West Des Moines, IA. We serve our clients, employees, advisors, and business owners in a manner that impact professional growth, personal satisfaction, and financial success. VisionPoint continues to build a professionally managed firm with the Core Values of Collaboration with a Team, Service mentality, positively Impact those we serve; to do this we must be Hungry, Humble, and People Smart. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Investment advice offered through VisionPoint Advisory Group, LLC, a Registered Investment Advisor, and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.vpadvisor.com.

keywords:N/A

N/A

Total Funding

34

Number of Employees

$5.7M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.3M346%N/A
#2
$3.9M34N/AN/A
#3
$3.9M34N/AN/A
#4
$5.6M3410%N/A
#5
$7.3M34-3%N/A