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Philippus Theunis Van Staden

GREEN VISTA ASSET MANAGEMENT LLC·WINTER PARK, Florida
Series 14, Series 24, Series 7, Series 66GREEN VISTA ASSET MANAGEMENT LLC
222 N. PARK AVENUE, WINTER PARK, FL 32789CRD# 4489166Firm CRD# 296855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philippus Theunis Van Staden · WINTER PARK, FL
Registration
CRD #4489166 · GREEN VISTA ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
252 disclosures on file · See FINRA BrokerCheck for full record
01

About

Philippus Theunis Van Staden is a registered financial advisor based in WINTER PARK, Florida, affiliated with GREEN VISTA ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GREEN VISTA ASSET MANAGEMENT LLC
GREEN VISTA ASSET MANAGEMENT LLC
AUM
$4M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GREEN VISTA ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4489166
Firm CRD# 296855
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philippus Theunis Van Staden offer?
Philippus Theunis Van Staden specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.
What are Philippus Theunis Van Staden's credentials?
Philippus Theunis Van Staden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philippus Theunis Van Staden located?
Philippus Theunis Van Staden is based in WINTER PARK, Florida, working with GREEN VISTA ASSET MANAGEMENT LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Philippus Theunis Van Staden charge for services?
Philippus Theunis Van Staden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN VISTA ASSET MANAGEMENT LLC?
GREEN VISTA ASSET MANAGEMENT LLC has approximately 3 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew William Miles
WINTER PARK, FL

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