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Building 2VISTASHARES

Map pin
Phone917-319-4683
NotebookSEC #801-130962
Total AUM
$984M
Employees
6
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
917-319-4683

ReceiptFinancials

Total AUM
$984M
Accounts
9
Discretionary
$984M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
9
AUM
$984M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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