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Home > Retirement Planners > oregon > portland > VISTA CAPITAL PARTNERS, INC.
VISTA CAPITAL PARTNERS, INC.
9755 Sw Barnes Road
Suite 595
Portland, Oregon 97225
Tel: 503-772-9500
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 Status | Approved |
|---|---|
| Firm CRD# | 114913 |
| SEC# | 801-60536 |
| Assets Managed by Firm | $2,445,045,898 |
| No. of Clients | 2900 |
| No. of Advisors | 32 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2900 | $2,445,045,898 |
| Individuals (other than high net worth individuals) | 346 | $544,560,623 |
| High net worth individuals | 258 | $1,775,152,223 |
| Pension and profit sharing plans | 4 | $18,386,745 |
| Charitable organizations | 8 | $46,993,782 |
| Corporations or other businesses | 3 | $59,952,525 |
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