Green Vista Asset Management LLC

Green Vista Asset Management LLC (CRD# 296855) is a financial advisory firm headquartered in Winter Park, FL. They manage $13,288,283 in 80 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
222 N. Park Avenue, Winter Park, FL 32789
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $166,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, PA, TX

Financial Advisors at Green Vista Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Philip Beytell, financial advisor Winter Park FL
Philip L. Beytell
CRD#: 4828145
222 N. Park Avenue, Winter Park, FL 32789

Philip Beytell (CRD# 4828145) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 12 years of experience in the finance industry.

2
James Clements, financial advisor Winter Park FL
James A. Clements
CRD#: 5133846
222 N. Park Avenue, Winter Park, FL 32789

James Clements (CRD# 5133846) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 15 years of experience in the finance industry.

3
Philippus Van Staden, financial advisor Winter Park FL
Philippus T. Van Staden
CRD#: 4489166
222 N. Park Avenue, Winter Park, FL 32789

Philippus Van Staden (CRD# 4489166) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 18 years of experience in the finance industry.

4
Sally Tomlinson, financial advisor Winter Park FL
Sally C. Tomlinson
CRD#: 7161368
222 N. Park Avenue, Winter Park, FL 32789

Sally Tomlinson (CRD# 7161368) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 4 years of experience in the finance industry.

5
Christiaan Van Der Burgh, financial advisor Winter Park FL
Christiaan A. Van Der Burgh
CRD#: 7193901
222 N. Park Avenue, Winter Park, FL 32789

Christiaan Van Der Burgh (CRD# 7193901) is an Investment Advisor Representative working at Green Vista Asset Management LLC in Winter Park, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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