Overview
Assets Under Management: $1.7 billion
Headquarters: OAK BROOK, IL
High-Net-Worth Clients: 520
Average Client Assets: $2.8 million
Frequently Asked Questions
PRIVATE VISTA, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108084), PRIVATE VISTA, LLC is subject to fiduciary duty under federal law.
PRIVATE VISTA, LLC is headquartered in OAK BROOK, IL.
PRIVATE VISTA, LLC serves 520 high-net-worth clients according to their SEC filing dated November 01, 2018. View client details ↓
According to their SEC Form ADV, PRIVATE VISTA, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PRIVATE VISTA, LLC manages $1.7 billion in client assets according to their SEC filing dated November 01, 2018.
According to their SEC Form ADV, PRIVATE VISTA, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 520
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.00%
Average Client Assets: $2.8 million
Total Client Accounts: 1,198
Discretionary Accounts: 1,098
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 108084
Filing ID: 1248251
Last Filing Date: 2018-11-01 10:33:00