RIA Intelligence

VISTA FINANCIAL ADVISORS, LLC

CRD #316306 SEC #801-122832 NEW YORK, NY 202-340-2176
SEC Registered
Total AUM
$11.5T
Discretionary
$11.5T
Employees
2
Clients
26
Accounts
32

AUM Over Time

DateApr 2023
Total AUM$11.5T
Discretionary$11.5T
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$10B
Discretionary$0
Non-Disc.$10B
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0