Green Vista Asset Management LLC

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Green Vista Asset Management LLC
CRD #296855
SEC #801-113691
CIK #
AUM
Employees 3 (33% Investors, 67% Brokers)
Phone407-878-1215
Address222 N Park Avenue
Winter Park, FL 32789
Source [IAPD]
Total AUM ($M)
5.04.03.02.01.00.02009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 27 2.7
(b) Individuals (high net worth individuals) 1 1.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 28 4.3
By Discretionary
Discretionary 28 4.3
Non-Discretionary 0 0.0
Total 28 4.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.3
Total 28 4.3
Firm Profile (Form ADV)
ServesInstitutional, Retail
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