Vista Way Advisors
Firm details
- Headquarters
- ,
- CRD number
- 309652
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.68%
- Corporations / Businesses26.75%
- Individuals11.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vista Way Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families, offering financial planning alongside portfolio management for individuals, small businesses and institutional clients. It also provides pension consulting services and runs educational seminars and workshops. Fees are charged via a mix of percentage of AUM, hourly rates and fixed fees. The firm is not positioned as a dedicated capital allocator to build third-party manager lineups, and it does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Shawn Young Eagle
Chief Investment Officer, DirectorCRD 6261098
Contacts
1 of 1
Andrew Hawes
Vice PresidentCRD 5793295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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