PRIVATE VISTA, LLC

OAK BROOK, Illinois·6 registered advisors·CRD# 108084
SEC# 801-562191630-455-0600
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER/MANAGER FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRIVATE VISTA, LLC

6 registered advisors
Craig Cole Richart
CHICAGO, Illinois
Douglas Stewart Brown
OAK BROOK, Illinois
CFP
James Michael Weil
OAK BROOK, Illinois
CFP
Jeffrey Michael Toner
OAK BROOK, Illinois
ChFC
Robert Alfred Westrick
OAK BROOK, Illinois
Steven Ira Merdinger
OAK BROOK, Illinois
CFPChFC
05

Office Locations

OAK BROOK, Illinois
5 advisors
CHICAGO, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. PRIVATE VISTA, LLC (CRD# 108084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.