BUENA VISTA INVESTMENT MANAGEMENT LLC

WISCONSIN RAPIDS, Wisconsin·3 registered advisors·CRD# 123252
SEC# 801-63732715-422-0700
01

Firm Overview

AUM
$59M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at BUENA VISTA INVESTMENT MANAGEMENT LLC

3 registered advisors
Joel Eugene Sullivan
WISCONSIN RAPIDS, Wisconsin
John L Moffat
WISCONSIN RAPIDS, Wisconsin
Peter William Brey
WISCONSIN RAPIDS, Wisconsin
05

Office Locations

WISCONSIN RAPIDS, Wisconsin
3 advisors

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Data sourced from SEC Form ADV filings. BUENA VISTA INVESTMENT MANAGEMENT LLC (CRD# 123252) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.