BLUE VISTA CAPITAL, LLC

353 N. Clark St.
Suite 730
Chicago, Illinois 60654-3453
Tel: 312-578-0033

About BLUE VISTA CAPITAL, LLC

BLUE VISTA CAPITAL, LLC, formally registered with the SEC as BLUE VISTA CAPITAL, LLC. The firm was established in 03/13/2012. They have over 1 offices throughout the country.

BLUE VISTA CAPITAL, LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,465,175,971 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127001
SEC#	801-74382
Assets Managed by Firm	$2,465,175,971
No. of Clients	17
No. of Advisors	60

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$2,465,175,971

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