← Back to searchVisit website
VISTA ADVISOR GROUP, LLC
CRD 307268 · SEC 801-119453
2950 BUSKIRK AVENUE, SUITE 350, WALNUT CREEK, CA, 94597, United States
Phone
925-476-4646
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$314.6M
Discretionary AUM
$312.7M
Team
5 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 607 | $143.0M |
| High net worth individuals | 79 | $166.7M |
| Pension/profit sharing plans | 2 | $4.9M |
States served
AZ, CA, NE, WA, TX
All web addresses on file
Official SEC filing: View on IAPD