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VISTA CAPITAL PARTNERS, INC.

9755 Sw Barnes Road
Suite 595
Portland, Oregon 97225
Tel: 503-772-9500

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About VISTA CAPITAL PARTNERS, INC.

VISTA CAPITAL PARTNERS, INC, formally registered with the SEC as VISTA CAPITAL PARTNERS, INC. The firm was established in 08/31/2001. They have over 1 offices throughout the country.

VISTA CAPITAL PARTNERS, INC. is a Portland, Oregon based Financial Planning firm with nearly $2,445,045,898 assets under management, offering retirement planning & investment advisory services to 2900 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114913
SEC#801-60536
Assets Managed by Firm$2,445,045,898
No. of Clients2900
No. of Advisors32

Fee Structure

  • A percentage of AUM

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 ClientsAUM
Firm Total2900$2,445,045,898
Individuals (other than high net worth individuals)346$544,560,623
High net worth individuals258$1,775,152,223
Pension and profit sharing plans4$18,386,745
Charitable organizations8$46,993,782
Corporations or other businesses3$59,952,525

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