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VAL VISTA CAPITAL MANAGEMENT, LLC
CRD 159679
10450 E. RIGGS ROAD, STE 101, SUN LAKES, AZ, 85248, United States
Phone
480-219-0657
Fax
480-275-2037
Registration
— (—)
Source
State registered
Total AUM
$81.0M
Discretionary AUM
$81.0M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-02-20
Disciplinary history
Yes
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 334 | $56.5M |
| High net worth individuals | 7 | $24.6M |
All web addresses on file
Official SEC filing: View on IAPD