VISTA FINANCE, LLC

7777 Bonhomme Ave
Suite 1800
Clayton, Missouri 63105
Tel: 314-518-5240

About VISTA FINANCE, LLC

VISTA FINANCE, LLC, formally registered with the SEC as VISTA FINANCE, LLC. The firm was established in 03/01/2021. They have over 1 offices throughout the country.

VISTA FINANCE, LLC is a Clayton, Missouri based Financial Planning firm with nearly $209,685,096 assets under management, offering retirement planning & investment advisory services to 365 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312082
SEC#	801-120420
Assets Managed by Firm	$209,685,096
No. of Clients	365
No. of Advisors	7

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	365	$209,685,096
Individuals (other than high net worth individuals)	12	$6,942,348
High net worth individuals	41	$198,220,134
Charitable organizations	7	$572,473
Corporations or other businesses	10	$3,950,141

More Retirement Planning firms in Clayton, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
EDWARD JONES 12555 Manchester Rd St. Louis, MO, 63131	$824,988,034,503	5086856	29003
WELLS FARGO ADVISORS One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103-2205	$558,464,518,060	1352052	19871
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

Explore More Retirement Advisors in Clayton, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.