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 organized as a limited liability company and is registered with the SEC since 2011. The firm is categorized in the source data as an investment bank and is owned by an individual. The firm’s profile flags a limited public footprint: it is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser, 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 2Clinton Yara
Co-Chief Investment OfficerCRD 4789485
Edward Samson
Founder and CEOCRD 2041321
Contacts
3 of 20
Russell Perkins
Vice PresidentCRD 6220225
Liliane Kaissar
Investment Banking AnalystCRD 7771633
Valerie Chagares
Senior AssociateCRD 7796439
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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