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Building 2VISTA ALTA INVESTMENTS

Map pinCORAL GABLES, FL
Phone305 777-0200
NotebookSEC #801-116795
Total AUM
$63.6M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 PONCE DE LEON BLVD
SUITE 470
CORAL GABLES
FL 33146
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
305 777-0200

ReceiptFinancials

Total AUM
$63.6M
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$63.6M
Accounts
2

ContactClients

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HNW Individual Clients
2
AUM
$63.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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

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