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Type	Result	AUM ($B)

Workers Retail Trust Limited Partnership
Firm	New Vista Investment Group LLC ✚
Fund #	805-8366302351
CIK #
Sale
Fund	Real Estate Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Commonwealth Realty Investors Company LLC
Custodian	The Amalgatrust Company Inc Workers Retail Trust Group II, The Amalgatrust Company Inc Workers Retail Group Trust
Auditor	Mayer Hoffman McCann PC
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Footprints Asset Management & Research Inc ✚		0.0
Focus Planning Group LLC ✚		0.0
The Pacific Group Limited ✚		0.0
Matienzo Laffourcade Juan Francisco ✚		0.0
Sound & Secure Advisors LLC ✚		0.0
Frank Capital Partners LLC ✚		0.0
Maderer Keith Daniel ✚		0.0
International Financial Planning LLC ✚		0.0
Lighthouse Swiss Wealth Advisors AG ✚		0.0
Bill Losey Retirement Solutions LLC ✚		0.0

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