Overview
Assets Under Management: $541 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 109
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,601
Discretionary Accounts: 1,541
Non-Discretionary Accounts: 60
Regulatory Filings
CRD Number: 286014
Filing ID: 2003903
Last Filing Date: 2025-07-16 05:31:00
Website: https://vistainvestment.com