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Building 2VISTA INVESTMENT PARTNERS

Map pinRICHMOND, IN
Phone765-962-5153
NotebookSEC #801-128904
Total AUM
$383.1M
Employees
12
Clients
495

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WOODSIDE DRIVE
RICHMOND
IN 47374
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
765-962-5153
Other Offices
1

ReceiptFinancials

Total AUM
$383.1M
Accounts
1,548
Discretionary
$383M
Accounts
1,547
Non-Discretionary
$113K
Accounts
1

ContactClients

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Individual Clients
397
AUM
$126.4M
HNW Individual Clients
94
AUM
$249.3M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
3
AUM
$6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOFLILINMNMONCOHTNTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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