1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VISTA INVESTMENT PARTNERS LLC

Map pinOKLAHOMA CITY, OK
Phone405-608-5390
NotebookSEC #801-108779
Total AUM
$610.6M
Employees
9
Clients
479

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5601 NORTH CLASSEN BOULEVARD
SUITE 101
OKLAHOMA CITY
OK 73118
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
405-608-5390
Other Offices
1

ReceiptFinancials

Total AUM
$610.6M
Accounts
1,610
Discretionary
$595.4M
Accounts
1,539
Non-Discretionary
$15.2M
Accounts
71

ContactClients

View more in analytics →

Individual Clients
334
AUM
$107.4M
HNW Individual Clients
118
AUM
$450.4M
Charitable Organization Clients
4
AUM
$15M
Corporation or Business Clients
23
AUM
$37.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
ALAZCACOFLIAILKSLAMONCNENMOHOKTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account