VISTA CAPITAL PARTNERS, INC.
About VISTA CAPITAL PARTNERS, INC.
VISTA CAPITAL PARTNERS, INC. is a Portland, Oregon based financial advisory firm with nearly $2,445,045,898 in assets under management and provides investment advisory services for 2900 clients. There are currently 32 financial advisors at the firm.
114913
801-60536
$2,445,045,898
2900
32
17
Approved since Aug 31, 2001
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
A percentage of AUM
Clients by Type
| Client Type | Clients | Assets Under Management |
|---|---|---|
| Individuals (other than high net worth) | 346 | $544,560,623 |
| High net worth individuals | 258 | $1,775,152,223 |
| Pension and profit sharing plans | 4 | $18,386,745 |
| Charitable organizations | 8 | $46,993,782 |
| Corporations or other businesses | 3 | $59,952,525 |
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