Investment adviser · CRD 123252
BUENA VISTA INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
WISCONSIN RAPIDS, WI, United States · Form ADV filed Jun 14, 2012
- Regulatory AUM
- $59M Form ADV · Item 5.F
- Client accounts
- 170 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 14, 2012. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
241 3RD STREET SOUTHWISCONSIN RAPIDS, WI, 54494, United States
CRD 123252
Filing source
Form ADV 651604 · Jun 14, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.