Vista Capital Partners

Trust Score 98%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Vista Capital Partners, federally registered in 2001, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 13 advisors. Vista Capital Partners manages $1.3 billion and provides investment advisory services for 505 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $2,654,267
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:39
Headquarters Portland, OR
SEC Filings Forms and Brochures    (CRD # 114913)
State(s) Registered AZ, CA, NH, OR, TX, WA

Questions & Answers

Get answers about Vista Capital Partners

Ask a question question_answer