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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | D | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | D | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | D | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | D | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | D | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | D | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | D | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LAHL, MICHAEL, WILLIAM | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | C | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | C | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | C | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | C | Control |
| LAHL, WILLIAM, ALAN | I | MANAGING MEMBER | C | Control |
| LAHL, STEPHEN, EDGAR | I | OWNER | A | |
| LAHL, STEPHEN, EDGAR | I | OWNER | A | |
| LAHL, STEPHEN, EDGAR | I | OWNER | A | |
| LAHL, STEPHEN, EDGAR | I | OWNER | A | |
| LAHL, STEPHEN, EDGAR | I | OWNER | A |
Registrations
Federal
IA
Jan 28, 2025 REGISTERED
Notice Filings (5)
AZ CA NE TX WA
Address
2950 BUSKIRK AVENUESUITE 350
WALNUT CREEK, CA 94597
United States
Phone: 925-476-4646