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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 $2,090,204,250 assets under management, offering retirement planning & investment advisory services to 2802 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 114913 |
| SEC# | 801-60536 |
| Assets Managed by Firm | $2,090,204,250 |
| No. of Clients | 2802 |
| No. of Advisors | 35 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2802 | $2,090,204,250 |
| Individuals (other than high net worth individuals) | 309 | $559,547,678 |
| High net worth individuals | 222 | $1,425,519,299 |
| Pension and profit sharing plans | 4 | $15,258,490 |
| Charitable organizations | 7 | $39,922,901 |
| Corporations or other businesses | 3 | $49,955,882 |
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