NEW VISTA INVESTMENT GROUP, LLC

INVERNESS, Illinois·4 registered advisors·CRD# 150740
SEC# 802-10038108478093884
01

Firm Overview

AUM
$176M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at NEW VISTA INVESTMENT GROUP, LLC

4 registered advisors
Daniel Bruce Ault
INVERNESS, Illinois
Kimberly Ann Ault
INVERNESS, Illinois
Mark Raymond Kirincich
INVERNESS, Illinois
Patricia Dixon Kirincich
INVERNESS, Illinois
05

Office Locations

INVERNESS, Illinois
4 advisors

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Data sourced from SEC Form ADV filings. NEW VISTA INVESTMENT GROUP, LLC (CRD# 150740) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.