Vision Capital Management
Investment Management • 
Portland, Oregon, United States • 21-50 Employees
Company overview
| Headquarters | 4380 S Macadam Ave, Suite 350, Portland, Oregon 97239, US |
| Phone number | +18007075335 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Comprehensive Financial Planning And Advice, Financial Planning For Women, Financial Planning After Divorce |
| Founded | 1999 |
| Employees | 21-50 |
| Socials |
Key Contacts at Vision Capital Management
John Labarca
Director Of Investments
Jeffrey Schmidt
Director Of Investments
Chris Sizemore
Director Of Client Relationships
Vision Capital Management Email Formats
Vision Capital Management uses 2 email formats. The most common is {first initial} (e.g., j@vcmi.net), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@vcmi.net | 87.5% |
{first name} | john@vcmi.net | 12.5% |
About Vision Capital Management
Serving individuals and families since 1999, Vision Capital Management is an established, women-founded, employee-owned firm that provides the highest-quality financial planning and investment management services. We are a fee-only, independent registered investment advisor (RIA) because we believe that our clients’ interests should come first and foremost. linktr.ee/VCMI
Vision Capital Management revenue & valuation
| Annual revenue | $1,624,114 |
| Revenue per employee | $74,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Vision Capital Management has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Vision Capital Management has never raised funding before.
Vision Capital Management Tech Stack
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Frequently asked questions
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