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Building 2VISTA CAPITAL PARTNERS, INC.

Map pinPORTLAND, OR
Phone503-772-9500
NotebookSEC #801-60536
Total AUM
$3.2B
Employees
35
Clients
667

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9755 SW BARNES ROAD
SUITE 595
PORTLAND
OR 97225
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
503-772-9500

ReceiptFinancials

Total AUM
$3.2B
Accounts
3,380
Discretionary
$3.2B
Accounts
3,380
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$773M
HNW Individual Clients
450
AUM
$2.2B
Pension/Profit Sharing Plan Clients
4
AUM
$16.1M
Charitable Organization Clients
8
AUM
$101.1M
Corporation or Business Clients
4
AUM
$92.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANENHNYORTXWA

HandshakeAffiliates

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

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