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Building 2VISTA ADVISOR GROUP, LLC

Map pinWALNUT CREEK, CA
Phone925-476-4646
NotebookSEC #801-119453
Total AUM
$314.6M
Employees
5
Clients
688

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2950 BUSKIRK AVENUE
SUITE 350
WALNUT CREEK
CA 94597
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
925-476-4646

ReceiptFinancials

Total AUM
$314.6M
Accounts
688
Discretionary
$312.7M
Accounts
686
Non-Discretionary
$1.9M
Accounts
2

ContactClients

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Individual Clients
607
AUM
$143M
HNW Individual Clients
79
AUM
$166.7M
Pension/Profit Sharing Plan Clients
2
AUM
$4.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANETXWA

HandshakeAffiliates

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

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