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VISTA FINANCIAL ADVISORS, LLC
14 Wall Street
20th Floor
New York, New York 10005
Tel: 202-340-2176
About VISTA FINANCIAL ADVISORS, LLC
VISTA FINANCIAL ADVISORS, LLC, formally registered with the SEC as VISTA FINANCIAL ADVISORS, LLC. The firm was established in 12/13/2021. They have over 2 offices throughout the country.
VISTA FINANCIAL ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $11,491,898,634,658 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 316306 |
| SEC# | 801-122832 |
| Assets Managed by Firm | $11,491,898,634,658 |
| No. of Clients | 32 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 32 | $11,491,898,634,658 |
| High net worth individuals | 32 | $11,491,898,634,658 |
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