VISIONPOINT ADVISORY GROUP, LLC

HTTP://WWW.VPADVISOR.COM DALLAS, TX Investment Advisor How do I update this listing?

Visionpoint Advisory Group is based out of Dallas. Visionpoint Advisory Group is a large advisory firm with 3262 clients and discretionary assets under management (AUM) of $530,472,627 (Form ADV from 2018-12-21). Their last reported 13F filing for Q4 2018 included $308,788,000 in managed 13F securities and a top 10 holdings concentration of 68.13%. Visionpoint Advisory Group's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 1,083,042. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.55%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VISIONPOINT ADVISORY GROUP
5001 SPRING VALLEY ROAD STE 200W
DALLAS TX    75244
Country: United States

Business Phone: 800-282-4032
Fax: 888-400-8955
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IA
Number of employees: 17
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Subscription fees
Amount of client funds and securities:
Total Number of Clients: 3262
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

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VISIONPOINT ADVISORY GROUP, LLC

ownership team - last updated 2018-12-21
Name Title Start Date Direct/Indirect % Ownership
MARS, JAMES, MARSHALL PARTNER/ CHIEF COMPLIANCE OFFICER 08/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAULDWELL FINANCIAL GROUP INC PRESIDENT/CEO direct 1986-08-01
VISIONPOINT ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2013-08-01
STAHR, MATTHEW G MANAGING PRINCIPAL direct 2013-08-01 2017-03-30
SUSANIN, ANDREW, HUGHES PARTNER 08/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
VISIONPOINT ADVISORY GROUP, LLC PARTNER direct 2013-08-01
WAGGONER, JIMMY, EDWARD PARTNER 08/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STAHR, MATTHEW G PARTNER direct 2013-08-01
PETERSON, DONALD, PETE PARTNER 08/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
VISIONPOINT ADVISORY GROUP, LLC PARTNER direct 2013-08-01
SUNTKEN, DAVID, MICHAEL PARTNER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISIONPOINT ADVISORY GROUP, LLC PARTNER direct 2018-07-01
MUNGER, SCOTT, MICHAEL PARTNER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
VISIONPOINT ADVISORY GROUP, LLC PARTNER direct 2018-09-01

VISIONPOINT ADVISORY GROUP, LLC

ownership team - last updated 2018-06-01
Name Title Start Date Direct/Indirect % Ownership
MARS, JAMES, MARSHALL PARTNER/ CHIEF COMPLIANCE OFFICER 08/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
CAULDWELL FINANCIAL GROUP INC PRESIDENT/CEO direct 1986-08-01
VISIONPOINT ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2013-08-01
STAHR, MATTHEW G MANAGING PRINCIPAL direct 2013-08-01 2017-03-30
SUSANIN, ANDREW, HUGHES PARTNER 08/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
VISIONPOINT ADVISORY GROUP, LLC PARTNER direct 2013-08-01
WAGGONER, JIMMY, EDWARD PARTNER 08/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
STAHR, MATTHEW G PARTNER direct 2013-08-01
PETERSON, DONALD, PETE PARTNER 08/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
VISIONPOINT ADVISORY GROUP, LLC PARTNER direct 2013-08-01

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