Green Vista Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
293630
Registered since
July 18, 2018

Firm profile

FINTRX

Overview

Green Vista Capital, LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. FINTRX classifies the adviser as unclassified and records indicate the firm does not act as a capital allocator and does not identify as an active ESG investor. The database also flags that Green Vista is not a multi-state adviser, is not newly formed, and does not operate as a pension consultant or related adviser. The firm has provided minimal detail to FINTRX about its advisory model, client types, fee schedule, or the specific services it offers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Philippus Van Staden

    Philippus Van Staden

    Chief Executive OfficerCRD 4489166

Contacts

3 of 15
  • Albert Berg

    Albert Berg

    Registered RepresentativeCRD 5640255

  • James Clements

    Investment Advisor RepresentativeCRD 5133846

  • Benjamin Sabin

    Benjamin Sabin

    Registered RepresentativeCRD 5167298

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
222 N Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth