VISTAFRONT PARTNERS INC
Firm details
- Headquarters
- FRANKFORT, Kentucky
- CRD number
- 307057
- Website
- www.wealthfront.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vistafront Partners Inc. is a small, owner-operated investment advisory firm that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges clients a percentage of AUM and runs concentrated, equity-first managed accounts as its core offering. Its advisory activity centers on personalized portfolio management rather than institutional pension consulting or multi-state advisory platform services. Vistafront does not position itself as an active ESG investor.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2JOHN SCHWEINGROUBER
OwnerCRD 3226435
GARY STRATTON
President & OwnerCRD 1832618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRANKFORT, KY
FRANKLIN
Location
FRANKFORT, KY
Headquartered in FRANKFORT, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- FRANKLIN
- Address
- 682 Teton Trl
- Time zone
- CT (UTC-6)
- Office locations
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