Overview
Assets Under Management: $258 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
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