VAL VISTA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SUN LAKES, Arizona
- CRD number
- 159679
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals69.7%
- HNWI30.3%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Val Vista Capital Management, LLC is a limited liability company focused on providing investment management services primarily to individuals and families. The firm operates under a fee structure based on a percentage of assets under management. Val Vista Capital Management engages in portfolio management for both individuals and small businesses, and it also conducts educational seminars and workshops. The firm does not classify itself as an active ESG investor and does not operate as a multi-state adviser.
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
- US Government Bonds55%
- Exchange Traded Equities31%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds5%
Contacts
1 of 1STEVEN NETZEL
Financial AdvisorCRD 2863170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUN LAKES, AZ
MARICOPA
Location
SUN LAKES, AZ
Headquartered in SUN LAKES, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 10450 E Riggs Rd
- Time zone
- MT (UTC-7)
- Office locations
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