← Back to search
GREEN VISTA ASSET MANAGEMENT LLC
CRD 296855 · SEC 801-113691
222 N. PARK AVENUE, WINTER PARK, FL, 32789, United States
Phone
407-878-1215
Fax
407-878-1215
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$16.2M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $5.0M |
| High net worth individuals | 16 | $8.8M |
| Insurance companies | 1 | $2.4M |
Official SEC filing: View on IAPD