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VISTA INVESTMENT PARTNERS
One Woodside Drive
Richmond, Indiana 47374
Tel: 765-962-5153
About VISTA INVESTMENT PARTNERS
VISTA INVESTMENT PARTNERS, formally registered with the SEC as VISTA INVESTMENT PARTNERS. The firm was established in 10/13/2023. They have over 1 offices throughout the country.
VISTA INVESTMENT PARTNERS is a Richmond, Indiana based Financial Planning firm with nearly $249,609,197 assets under management, offering retirement planning & investment advisory services to 1271 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327983 |
| SEC# | 801-128904 |
| Assets Managed by Firm | $249,609,197 |
| No. of Clients | 1271 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1271 | $249,609,197 |
| Individuals (other than high net worth individuals) | 414 | $131,758,900 |
| High net worth individuals | 44 | $110,496,116 |
| Corporations or other businesses | 12 | $3,689,231 |
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