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Building 2VISTA FINANCIAL ADVISORS, LLC

Map pinNEW YORK, NY
Phone202-340-2176
NotebookSEC #801-122832
Total AUM
$11.5T
Employees
2
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 WALL STREET
20TH FLOOR
NEW YORK
NY 10005
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
202-340-2176
Other Offices
1

ReceiptFinancials

Total AUM
$11.5T
Accounts
32
Discretionary
$11.5T
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
32
AUM
$11.5T

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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