VISTA INVESTMENT MANAGEMENT, LLC

400 Penn Center Blvd., Suite 555
Pittsburgh, Pennsylvania 15235-5610
Tel: 412-824-5940

About VISTA INVESTMENT MANAGEMENT, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	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

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