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Building 2VISTA FINANCIAL ADVISORS, INC.

Map pinPONTE VEDRA BEACH, FL
Phone904-880-8010
NotebookSEC #801-64833
Total AUM
$69.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 PROFESSIONAL DRIVE
SUITE 103
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
904-880-8010

ReceiptFinancials

Total AUM
$69.2M
Accounts
595
Discretionary
$4.6M
Accounts
35
Non-Discretionary
$64.6M
Accounts
560

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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