1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VISTAMARK INVESTMENTS

Map pinHINSDALE, IL
Phone312-498-5703
NotebookSEC #801-136204
Total AUM
$317.2M
Employees
4
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 WEST CHESTNUT STREET
HINSDALE
IL 60521
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
312-498-5703
Other Offices
1

ReceiptFinancials

Total AUM
$317.2M
Accounts
452
Discretionary
$317.2M
Accounts
452
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
393
AUM
$255.5M
HNW Individual Clients
44
AUM
$61.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account