VISTA FINANCIAL SERVICES LLC
Firm details
- Headquarters
- ALPHA, New Jersey
- CRD number
- 165722
- Website
- www.vistafsl.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.69%
- Individuals19.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vista Financial Services LLC is a limited liability company that focuses on providing portfolio management services primarily for individuals and small businesses. The firm operates with a fee structure based on a percentage of assets under management (AUM). While it does not engage in active ESG investing or serve as a pension consultant, Vista Financial Services has carved out a niche in managing discretionary accounts for its clients. The firm does not allocate capital to external fund managers but does utilize mutual funds as part of its investment strategy.
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents2%
- Derivatives1%
Contacts
1 of 1MATTHEW SHERIDAN
Managing member & Financial AdvisorCRD 5753324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHA, NJ
WARREN
Location
ALPHA, NJ
Headquartered in ALPHA, NJ, in the Northeast of the United States.
- Region
- Northeast
- County
- WARREN
- Address
- 1425 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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