VISTA FINANCIAL SERVICES LLC

VISTA FINANCIAL SERVICES LLC of ALPHA, NJ is an SEC-registered investment adviser (CRD 165722). Regulatory assets under management: $19.9M.

Registration

• CRD: 165722
• Type: Registered investment adviser
• Location: 1425 3RD AVE, ALPHA, NJ, 08865-4605
• Phone: 908-271-6711
• Latest filing: 2025-02-12
• Regulatory AUM: $19.9M
• Discretionary AUM: $19.9M
• Clients: 1
• Accounts: 45

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 165722 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search