VISTA FINANCIAL ADVISORS, INC.
CRD #136490 SEC #801-64833 PONTE VEDRA BEACH, FL 904-880-8010
SEC Registered
Total AUM
$69.2M
Discretionary
$4.6M
Employees
3
Clients
1
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2016 | $69.2M | $4.6M | $64.6M | 3 | 26 |
| May 2016 | $69.2M | $4.6M | $64.6M | 3 | 26 |
| Mar 2016 | $69.2M | $4.6M | $64.6M | 3 | 26 |
| Mar 2015 | $103.6M | $100.7M | $3M | 3 | 200 |
| Aug 2014 | $118.7M | $113.5M | $5.2M | 2 | 500 |
| Mar 2014 | $118.7M | $113.5M | $5.2M | 3 | 500 |
| Sep 2013 | $128.9M | $112.3M | $16.7M | 3 | 500 |
| Mar 2013 | $128.9M | $112.3M | $16.7M | 3 | 500 |
| Aug 2012 | $136M | $118.9M | $17.1M | 1 | 500 |
| Mar 2012 | $136M | $118.9M | $17.1M | 1 | 500 |
| Jul 2011 | $149.6M | $123.4M | $26.1M | 5 | -- |
| Apr 2011 | $138.1M | $107.5M | $30.6M | 5 | -- |
| May 2010 | $135.8M | $106.2M | $29.5M | 5 | -- |
| Oct 2009 | $125.9M | $92.7M | $33.2M | 5 | -- |
| Mar 2009 | $125.9M | $92.7M | $33.2M | 5 | -- |
| Feb 2007 | $71.7M | $0 | $71.7M | 5 | -- |
| Mar 2006 | $38M | $0 | $38M | 5 | -- |
| Oct 2005 | $36M | $0 | $36M | 5 | -- |
| Oct 2005 | $36M | $0 | $36M | 5 | -- |
DateJun 2016
Total AUM$69.2M
Discretionary$4.6M
Non-Disc.$64.6M
Employees3
Clients26
DateMay 2016
Total AUM$69.2M
Discretionary$4.6M
Non-Disc.$64.6M
Employees3
Clients26
DateMar 2016
Total AUM$69.2M
Discretionary$4.6M
Non-Disc.$64.6M
Employees3
Clients26
DateMar 2015
Total AUM$103.6M
Discretionary$100.7M
Non-Disc.$3M
Employees3
Clients200
DateAug 2014
Total AUM$118.7M
Discretionary$113.5M
Non-Disc.$5.2M
Employees2
Clients500
DateMar 2014
Total AUM$118.7M
Discretionary$113.5M
Non-Disc.$5.2M
Employees3
Clients500
DateSep 2013
Total AUM$128.9M
Discretionary$112.3M
Non-Disc.$16.7M
Employees3
Clients500
DateMar 2013
Total AUM$128.9M
Discretionary$112.3M
Non-Disc.$16.7M
Employees3
Clients500
DateAug 2012
Total AUM$136M
Discretionary$118.9M
Non-Disc.$17.1M
Employees1
Clients500
DateMar 2012
Total AUM$136M
Discretionary$118.9M
Non-Disc.$17.1M
Employees1
Clients500
DateJul 2011
Total AUM$149.6M
Discretionary$123.4M
Non-Disc.$26.1M
Employees5
Clients--
DateApr 2011
Total AUM$138.1M
Discretionary$107.5M
Non-Disc.$30.6M
Employees5
Clients--
DateMay 2010
Total AUM$135.8M
Discretionary$106.2M
Non-Disc.$29.5M
Employees5
Clients--
DateOct 2009
Total AUM$125.9M
Discretionary$92.7M
Non-Disc.$33.2M
Employees5
Clients--
DateMar 2009
Total AUM$125.9M
Discretionary$92.7M
Non-Disc.$33.2M
Employees5
Clients--
DateFeb 2007
Total AUM$71.7M
Discretionary$0
Non-Disc.$71.7M
Employees5
Clients--
DateMar 2006
Total AUM$38M
Discretionary$0
Non-Disc.$38M
Employees5
Clients--
DateOct 2005
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateOct 2005
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--