Overview
Assets Under Management: $258 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
VISTA ADVISOR GROUP, 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 #307268), VISTA ADVISOR GROUP, LLC is subject to fiduciary duty under federal law.
VISTA ADVISOR GROUP, LLC is headquartered in WALNUT CREEK, CA.
VISTA ADVISOR GROUP, LLC serves 60 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, VISTA ADVISOR GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VISTA ADVISOR GROUP, LLC manages $258 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, VISTA ADVISOR GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 639
Discretionary Accounts: 637
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 307268
Last Filing Date: 2025-01-27 00:00:00
Website: https://vistaadvisorgroup.com