Fee-OnlyFinder

American Vision Advisors LLC

% of assets managed in San Gabriel, CA

State registeredNo commissions reported

Call (626) 765-4999Send a messageMap ↗

Public-record details

Address
418 East Las Tunas Drive, Unit 3h, San Gabriel, CA 91776
Phone
(626) 765-4999
Listed under
% of assets managed
CRD number
290457
Registration
State registered: CA
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$3.2 million
Accounts managed
21
Clients reported (Form ADV 5.D)
20
Individual / high-net-worth clients
20 / 0
Employees
0
Other business activities (Form ADV 6.A)
Also active as: real estate broker/agent, insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-01-30

State registered (CA) investment adviser, CRD 290457, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.