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Building 2BUENA VISTA INVESTMENT MANAGEMENT LLC

Map pinWISCONSIN RAPIDS, WI
Phone715-422-0700
NotebookSEC #801-63732
Total AUM
$59M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
241 3RD STREET SOUTH
WISCONSIN RAPIDS
WI 54494
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
715-422-0700

ReceiptFinancials

Total AUM
$59M
Accounts
170
Discretionary
$59M
Accounts
170
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT BANKING CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLILMIWI

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

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