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 privately held limited liability company that focuses on serving individual and family clients, as well as small-business relationships. The firm charges fees as a percentage of assets under management and provides ongoing portfolio management alongside educational seminars and workshops. Its practice is oriented toward discretionary management rather than institutional consulting or pension work, and the firm does not self-identify as an ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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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