GREEN VISTA ASSET MANAGEMENT LLC

WINTER PARK, Florida·2 registered advisors·CRD# 296855
SEC# 801-1136910407-878-1215
01

Firm Overview

AUM
$4M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at GREEN VISTA ASSET MANAGEMENT LLC

2 registered advisors
Andrew William Miles
WINTER PARK, Florida
Philippus Theunis Van Staden
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
2 advisors

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Data sourced from SEC Form ADV filings. GREEN VISTA ASSET MANAGEMENT LLC (CRD# 296855) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.