Investment adviser · CRD 136490

VISTA FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

PONTE VEDRA BEACH, FL, United States · Form ADV filed Jun 13, 2016

Regulatory AUM
$69.2M
Form ADV · Item 5.F
Client accounts
595
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 13, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

135 PROFESSIONAL DRIVE, SUITE 103
PONTE VEDRA BEACH, FL, 32082, United States

CRD 136490

Filing source

Form ADV 1023768 · Jun 13, 2016 · 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.