Overview
Assets Under Management: $274 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 77
Average Client Assets: $3 million
Frequently Asked Questions
VISTA INVESTMENT MANAGEMENT, 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 #116068), VISTA INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VISTA INVESTMENT MANAGEMENT, LLC is headquartered in PITTSBURGH, PA.
VISTA INVESTMENT MANAGEMENT, LLC serves 77 high-net-worth clients according to their SEC filing dated March 31, 2024. View client details ↓
According to their SEC Form ADV, VISTA INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
VISTA INVESTMENT MANAGEMENT, LLC manages $274 million in client assets according to their SEC filing dated March 31, 2024.
According to their SEC Form ADV, VISTA INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 523
Discretionary Accounts: 518
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 116068
Last Filing Date: 2024-03-31 00:00:00
Website: https://vista-im.com