VISTA FINANCIAL ADVISORS, LLC
  • VISTA FINANCIAL ADVISORS, LLC
  • ELG ADVENTURE CAPITAL, LLC
  • SHYA, LLC

Adviser Profile

As of Date 03/08/2024
Registration status Terminated
ADV Location BRONX, NY, United States
Contact Info 202 xxxxxxx
AUM* 11,491,898,634,658 114819%
of that, discretionary 11,491,898,634,658 100%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 359,121,832,333
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

11,492B 9,850B 8,208B 6,567B 4,925B 3,283B 1,642B
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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