VISTA FINANCIAL ADVISORS, INC.

PONTE VEDRA BEACH, Florida·2 registered advisors·CRD# 136490
SEC# 801-64833904-880-8010
01

Firm Overview

AUM
$69M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at VISTA FINANCIAL ADVISORS, INC.

2 registered advisors
Diana Marie Folino
JACKSONVILLE, Florida
Robert Schultz Jackson
PONTE VEDRA BEACH, Florida
05

Office Locations

JACKSONVILLE, Florida
1 advisor
PONTE VEDRA BEACH, Florida
1 advisor

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Data sourced from SEC Form ADV filings. VISTA FINANCIAL ADVISORS, INC. (CRD# 136490) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.