Vista Point Advisors, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 157502
- Registered since
- December 14, 2011
- Website
- vistapointadvisors.com
Firm profile
FINTRXOverview
Vista Point Advisors, LLC is a limited liability company that has been SEC-registered since 2011. The firm is listed as owned by an individual and is categorized in the source data as an "Investment Bank" rather than a traditional retail RIA. The dataset indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
2 of 2
Edward Samson
Founder and CEOCRD 2041321
Clinton Yara
Co-Chief Investment OfficerCRD 4789485
Contacts
3 of 18
Michael Lyon
Founder & Managing DirectorCRD 4700935
Jeffrey Bean
Managing DirectorCRD 5462862
Jeffrey Koons
Managing DirectorCRD 5737185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 555 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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