Overview
Assets Under Management: $322 million
Headquarters: RICHMOND, IN
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Frequently Asked Questions
VISTA INVESTMENT PARTNERS II, 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 #327983), VISTA INVESTMENT PARTNERS II, LLC is subject to fiduciary duty under federal law.
VISTA INVESTMENT PARTNERS II, LLC is headquartered in RICHMOND, IN.
VISTA INVESTMENT PARTNERS II, LLC serves 90 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, VISTA INVESTMENT PARTNERS II, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
VISTA INVESTMENT PARTNERS II, LLC manages $322 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, VISTA INVESTMENT PARTNERS II, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,427
Discretionary Accounts: 1,427
Regulatory Filings
CRD Number: 327983
Filing ID: 1966054
Last Filing Date: 2025-03-31 09:33:00
Website: https://kbc.team