VISTA ADVISOR GROUP, LLC
CRD #307268 SEC #801-119453 WALNUT CREEK, CA 925-476-4646
SEC Registered
Total AUM
$257.7M
Discretionary
$256.1M
Employees
6
Clients
25
Accounts
639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $257.7M | $256.1M | $1.6M | 6 | 11 |
| Mar 2024 | $207.7M | $206.3M | $1.4M | 6 | 14 |
| Sep 2023 | $147.7M | $147.7M | $0 | 5 | 14 |
| Mar 2023 | $147.7M | $147.7M | $0 | 5 | 14 |
| Jul 2022 | $171.2M | $168.2M | $3M | 5 | 10 |
| Mar 2022 | $171.2M | $168.2M | $3M | 5 | 10 |
| Feb 2021 | $136.3M | $130.8M | $5.5M | 5 | 1 |
| Jan 2021 | $136.3M | $130.8M | $5.5M | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
DateJan 2025
Total AUM$257.7M
Discretionary$256.1M
Non-Disc.$1.6M
Employees6
Clients11
DateMar 2024
Total AUM$207.7M
Discretionary$206.3M
Non-Disc.$1.4M
Employees6
Clients14
DateSep 2023
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees5
Clients14
DateMar 2023
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees5
Clients14
DateJul 2022
Total AUM$171.2M
Discretionary$168.2M
Non-Disc.$3M
Employees5
Clients10
DateMar 2022
Total AUM$171.2M
Discretionary$168.2M
Non-Disc.$3M
Employees5
Clients10
DateFeb 2021
Total AUM$136.3M
Discretionary$130.8M
Non-Disc.$5.5M
Employees5
Clients1
DateJan 2021
Total AUM$136.3M
Discretionary$130.8M
Non-Disc.$5.5M
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0