Private Vista

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Trust Score 98%
Trust Score  info_outline

Private Vista, federally registered in 1999, is a Registered Investment Advisor (RIA) in 19 state(s) with a licensed staff of 22 advisors. Private Vista manages $1.5 billion and provides investment advisory services for 958 clients (1:44 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Steven Ira Merdinger
Avg Advisor Trust Score 97
Avg Advisor Years Registered 7
Minimum Investment $500,000
Average Client Balance $1,590,745
Total AUM $1.5 billion
Advisor / Client Ratio 1:44
Headquarters Oak Brook, IL
SEC Filings Forms and Brochures    (CRD # 108084)
State(s) Registered AZ, CA, CO, FL, GA, IL, IN, MA, MI, MN, MO, NE, NH, NY, NC, OH, TX, VA, WI

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