Buena Vista Investment Management LLC
Buena Vista Investment Management LLC (CRD# 123252) is a financial advisory firm headquartered in Wisconsin Rapids, WI. They manage $32,954,120 in 194 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Buena Vista Investment Management LLC
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts194ACCOUNTS
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Average Account Value$169,867
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Buena Vista Investment Management LLC
1
Peter Brey (CRD# 1017881) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 42 years of experience in the finance industry.
2
Todd Cour (CRD# 4423552) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 22 years of experience in the finance industry.
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