VISTA FINANCE, LLC
Firm details
- Headquarters
- CLAYTON, Missouri
- CRD number
- 312082
- Registered since
- March 1, 2021
- Website
- www.myvista.us
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.2%
- Corporations / Businesses17.05%
- Individuals1.26%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vista Finance, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. Ownership is held by an individual and the firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory suite includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of third-party advisers. Vista does not characterize itself as an active ESG investor and is not designated as a multi-state adviser. Industry affiliations listed include relationships with banking or thrift institutions, an insurance company, and roles as a sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents16%
- US Government Bonds13%
- Investment Grade Corp Bonds10%
Contacts
3 of 4BRIAN LANDZAAT
DirectorCRD 7334346
CHRISTOPHER WILLIAMS
PresidentCRD 3268710
Zachary Thomas
Customer Service SpecialistCRD 7854776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$106M in ETFs
76%
$80.6M
24%
$25.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $43.1M | 100,203 | 40.76% |
Location
CLAYTON, MO
SAINT LOUIS
Location
CLAYTON, MO
Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 100 S Brentwood Blvd
- Time zone
- CT (UTC-6)
- Office locations
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