Green Vista Capital, LLC

Broker-DealerFINRA MemberEst. 2018
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 and has been SEC-registered since 2018. Ownership is reported as a mix of a domestic entity and an individual. The firm's public profile is sparse: it is classified as unclassified in the available data and is not identified as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. The snapshot also indicates it is not designated as a multi-state adviser and it is not a newly formed adviser. Material fields such as client types, fee schedules, specific advisory activities, and business lines were not provided in the source data. That limits visibility into whom the firm serves and how it structures portfolios or fees.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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