Vista Capital Partners Review


Trust Score 98%
Trust Score info_outline
Share

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.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $2,000,000
Avg Account 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
State(s) Registered AZ, CA, NH, OR, TX, WA


Questions & Answers



Get answers about Vista Capital Partners


Ask a question question_answer