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VISTA CAPITAL PARTNERS, INC.
VISTA CAPITAL PARTNERS, INC.
PORTLAND, Oregon
·
9 registered advisors
·
CRD# 114913
SEC# 801-60536
0
503-772-9500
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at VISTA CAPITAL PARTNERS, INC.
9 registered advisors
Andrew Graham Darkins
PORTLAND, Oregon
CRD# 6526796
Dougal Williams
PORTLAND, Oregon
CRD# 4603319
Douglas Eric Johanson
PORTLAND, Oregon
CRD# 4324645
Douglas Lightner Post
PORTLAND, Oregon
CRD# 5451042
Jonathan Thomas Gannon
PORTLAND, Oregon
CFP
CRD# 6157624
Julia Patricia Tierney
PORTLAND, Oregon
CRD# 6470516
Lindsey Woodley Williams
PORTLAND, Oregon
CRD# 3135124
Michael Joseph Oreilly
PORTLAND, Oregon
CRD# 2440647
Robert Douglas Greenman
PORTLAND, Oregon
CRD# 4969019
05
Office Locations
PORTLAND, Oregon
9 advisors
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Data sourced from SEC Form ADV filings. VISTA CAPITAL PARTNERS, INC. (CRD# 114913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.