Green Vista Capital, LLC

Broker-DealerFINRA Member
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 whose ownership is recorded as a mix of a domestic entity and individual ownership. Regulatory classification in the available snapshot is listed as "Unclassified." The firm’s profile does not include described lines of business, client segments, or fee schedules in the material provided. The snapshot also indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Other service roles such as pension consulting or being recorded as a related adviser are not indicated.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

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