Vista Investment Partners

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Trust Score 84%
Trust Score  info_outline

Vista Investment Partners, federally registered in 2017, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 6 advisors. Vista Investment Partners manages $403.5 million and provides investment advisory services for 771 clients (1:129 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor Peter Kuhns Bartel
Avg Advisor Trust Score 94
Avg Advisor Years Registered 2
Minimum Investment $1,000,000
Average Client Balance $523,321
Total AUM $403.5 million
Advisor / Client Ratio 1:129
Headquarters Oklahoma City, OK
SEC Filings Forms and Brochures    (CRD # 286014)
State(s) Registered AL, AZ, CA, CO, FL, IL, IN, IA, KS, LA, MO, NM, NC, OH, OK, TN, TX, VA

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