Overview
Assets Under Management: $11491.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 32
Average Client Assets: $359121.9 million
Frequently Asked Questions
VISTA FINANCIAL ADVISORS, 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 #316306), VISTA FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
VISTA FINANCIAL ADVISORS, LLC is headquartered in NEW YORK, NY.
VISTA FINANCIAL ADVISORS, LLC serves 32 high-net-worth clients according to their SEC filing dated April 05, 2023. View client details ↓
According to their SEC Form ADV, VISTA FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
VISTA FINANCIAL ADVISORS, LLC manages $11491.9 billion in client assets according to their SEC filing dated April 05, 2023.
According to their SEC Form ADV, VISTA FINANCIAL ADVISORS, 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $359121.9 million
Total Client Accounts: 32
Discretionary Accounts: 32
Regulatory Filings
CRD Number: 316306
Filing ID: 1698364
Last Filing Date: 2023-04-05 07:12:00