VAL VISTA CAPITAL MANAGEMENT, LLC

VAL VISTA CAPITAL MANAGEMENT, LLC of SUN LAKES, AZ is an SEC-registered investment adviser (CRD 159679). Regulatory assets under management: $81.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 159679
• Type: Registered investment adviser
• Location: 10450 E. RIGGS ROAD, STE 101, SUN LAKES, AZ, 85248
• Phone: 480-219-0657
• Latest filing: 2024-02-20
• Regulatory AUM: $81.0M
• Discretionary AUM: $81.0M
• Clients: 5
• Accounts: 429

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159679 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search