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MAR VISTA INVESTMENT PARTNERS, LLC
MAR VISTA INVESTMENT PARTNERS, LLC
LOS ANGELES, California
·
5 registered advisors
·
CRD# 144906
SEC# 801-68369
4
310-917-2800
01
Firm Overview
AUM
$2.3B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MAR VISTA INVESTMENT PARTNERS, LLC
5 registered advisors
Brian Lee Massey
LOS ANGELES, California
CRD# 4570398
Jeffrey Bowditch Prestine
LOS ANGELES, California
CRD# 3258920
Joshua Joseph Honeycutt
LOS ANGELES, California
CRD# 4100509
Kathleen Carlson Vonschlegell
LOS ANGELES, California
CRD# 2937799
Silas Algia Myers
LOS ANGELES, California
CRD# 2074431
05
Office Locations
LOS ANGELES, California
5 advisors
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Data sourced from SEC Form ADV filings. MAR VISTA INVESTMENT PARTNERS, LLC (CRD# 144906) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.