Green Vista Capital, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
18
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. Public records classify the firm as "unclassified" and identify ownership as a combination of a domestic entity and an individual. Registry flags indicate it does not act as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not a pension consultant or related adviser. The firm has provided very little detail about its advisory platform, client segments, fee schedules, or specific business activities. Available disclosures do not outline investment mandates, portfolio construction approaches, or typical client profiles.

Assets & Accounts

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 17
  • Deanna Mayer

    Deanna Mayer

    Registered RepresentativeCRD 4884896

  • Carolyn Sumner

    Registered RepresentativeCRD 4877410

  • Philip Beytell

    Philip Beytell

    FinOpCRD 4828145

Unlock 14 more contacts

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