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PRIVATE VISTA, LLC
OAK BROOK, IL
630-455-0600
SEC #801-56219Total AUM
$1.7B
Employees
33Clients
1,057Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2211 YORK ROAD
SUITE 310
OAK BROOK
IL 60523
United States
SUITE 310
OAK BROOK
IL 60523
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
630-455-0600
Other Offices
1
Financials
Total AUM
$1.7B
Accounts
4,207Discretionary
$1.6B
Accounts
4,066Non-Discretionary
$112.3M
Accounts
141
Clients
Individual Clients
435AUM
$365.5M
HNW Individual Clients
515AUM
$1.1B
Pension/Profit Sharing Plan Clients
81AUM
$134.7M
Charitable Organization Clients
8AUM
$8.8M
Corporation or Business Clients
18AUM
$22M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINMAMIMNMONCNENHNYOHTXVAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.