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Building 2INVISTA CAPITAL MANAGEMENT LLC

Map pinDES MOINES, IA
Phone515-247-6582
NotebookSEC #801-23020
Total AUM
$23B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 HUB TOWER
699 WALNUT ST
DES MOINES
IA 50309
USA
Operating Hours
7:00A.M. - 5:00P.M.
Monday - Friday
Phone
515-247-6582

ReceiptFinancials

Total AUM
$23B
Accounts
106
Discretionary
$22.9B
Accounts
103
Non-Discretionary
$35.6M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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