400 Penn Center Blvd., Suite 555
Pittsburgh, Pennsylvania 15235-5610
Tel: 412-824-5940
VISTA INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as VISTA INVESTMENT MANAGEMENT, LLC. The firm was established in 03/16/2018. They have over 1 offices throughout the country.
VISTA INVESTMENT MANAGEMENT, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $273,678,968 assets under management, offering retirement planning & investment advisory services to 523 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116068 |
| SEC# | 801-112652 |
| Assets Managed by Firm | $273,678,968 |
| No. of Clients | 523 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 523 | $273,678,968 |
| Individuals (other than high net worth individuals) | 99 | $31,259,310 |
| High net worth individuals | 76 | $203,979,178 |
| Charitable organizations | 4 | $4,726,811 |
| Corporations or other businesses | 5 | $33,713,669 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
Explore More Retirement Advisors in Pittsburgh, Pennsylvania