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VISTAMARK INVESTMENTS

VISTAMARK INVESTMENTS LLC

CRD 335309 · SEC 801-136204

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333 WEST CHESTNUT STREET, HINSDALE, IL, 60521, United States

Phone

312-498-5703

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$317.2M

Discretionary AUM

$317.2M

Team

4 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

No

Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals393$255.5M
High net worth individuals44$61.7M

States served

AZ, CA, IL, TX

All web addresses on file

Official SEC filing: View on IAPD