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Building 2GREEN VISTA ASSET MANAGEMENT LLC

Map pinWINTER PARK, FL
Phone407-878-1215
NotebookSEC #801-113691
Total AUM
$4.3M
Employees
3
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 N. PARK AVENUE
WINTER PARK
FL 32789
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
407-878-1215

ReceiptFinancials

Total AUM
$4.3M
Accounts
28
Discretionary
$4.3M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$2.7M
HNW Individual Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDOHPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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