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Michael Mark Druckman

Envision Capital Management Ltd.

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About Michael Mark Druckman

Michael Druckman is an investment advisor representative registered with Envision Capital Management Ltd. Michael has been in the industry since 06/1982 and is currently registered in Arizona. Michael holds the Series 65 and Series 2 licenses. Michael works with a wide range of clients, including high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and pooled investment vehicles. Michael specializes in portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Michael Druckman is currently registered with Envision Capital Management Ltd.. Envision Capital Management Ltd. is an investment advisor with offices in British Columbia, Canada. The firm advises individuals, pooled investment vehicles, and pension and profit-sharing plans. Envision Capital Management Ltd. provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer pension consulting and business & financial consultation services. The firm has $40,456,426 in regulatory assets under management.

$40.46M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business & financial consultation

Business & financial consultation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Druckman’s Registration & Firm History

AZ

04/15/2009 - Present

Envision Capital Management Ltd. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Mark Druckman.
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