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Building 2VISTA FINANCE, LLC

Map pinCLAYTON, MO
Phone314-518-5240
NotebookSEC #801-120420
Total AUM
$320M
Employees
5
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SOUTH BRENTWOOD
SUITE 350
CLAYTON
MO 63105
United States
Operating Hours
9 A.M. - 4 P.M.
Monday - Friday
Phone
314-518-5240

ReceiptFinancials

Total AUM
$320M
Accounts
453
Discretionary
$304.6M
Accounts
449
Non-Discretionary
$15.3M
Accounts
4

ContactClients

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Individual Clients
15
AUM
$4M
HNW Individual Clients
58
AUM
$259.8M
Charitable Organization Clients
15
AUM
$1.6M
Corporation or Business Clients
10
AUM
$54.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMNMOTX

HandshakeAffiliates

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

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