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 appears in SEC records with an initial registration year of 2018. Ownership is recorded as a combination of a domestic entity and an individual. The firm is listed as unclassified in the available snapshot and is not identified as a capital allocator, pension consultant, related adviser, or an ESG-focused investor. The data indicate it is not designated as a multi-state adviser and it is not considered newly formed under the snapshot definitions. Available disclosures about the firm's advisory activities, fee schedule, client types, and affiliations are minimal or absent, which limits assessment of its target clients and business model.

Assets & Accounts

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

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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