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Building 2VISTA INVESTMENT MANAGEMENT, LLC

Map pinPITTSBURGH, PA
Phone412-824-5940
NotebookSEC #801-112652
Total AUM
$323.9M
Employees
4
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 PENN CENTER BLVD., SUITE 555
PITTSBURGH
PA 15235-5610
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
412-824-5940

ReceiptFinancials

Total AUM
$323.9M
Accounts
544
Discretionary
$319.2M
Accounts
540
Non-Discretionary
$4.7M
Accounts
4

ContactClients

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Individual Clients
102
AUM
$39.3M
HNW Individual Clients
78
AUM
$243.5M
Charitable Organization Clients
4
AUM
$5.2M
Corporation or Business Clients
5
AUM
$35.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
CAFLNCPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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