Overview
Assets Under Management: $274 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 77
Average Client Assets: $3 million
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