Vista Investment Partners
Vista Investment Partners (CRD# 327983) is a financial advisory firm headquartered in Richmond, IN. They manage $249,609,197 in 1,271 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management250MILLION
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Total Number of Accounts1,271ACCOUNTS
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Average Account Value$196,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, FL, IL, IN, NC, OH, TN, TX
Matthew Golliher (CRD# 6360230) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 9 years of experience in the finance industry.
Brett Guiley (CRD# 4145989) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 23 years of experience in the finance industry.
Stasia Veramallay (CRD# 4123662) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 24 years of experience in the finance industry.