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VISTA FINANCIAL SERVICES LLC
CRD 165722
1425 3RD AVE, ALPHA, NJ, 08865-4605, United States
Phone
908-271-6711
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.9M
Discretionary AUM
$19.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $3.8M |
| High net worth individuals | 11 | $16.1M |
All web addresses on file
Official SEC filing: View on IAPD