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- Custodian
- Assetmark ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2018
- Office Locations
- 3
Office Locations
About Green Vista Asset Management LLC
Green Vista Asset Management LLC is a Winter Park-based RIA with 3 offices. The firm has been operating for 8 years. Managing $16.2M in total assets under management, with 6 advisory representatives. They custody assets with Assetmark and Tiaa.
Reported data analysis
What the numbers show
Between November 26, 2018 and April 18, 2019, reported AUM decreased 10.3%, from $4.8M to $4.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 59 clients, or 9.8 clients per representative. That equates to $274.7K in reported AUM per client.
The profile lists 3 reported office locations and 8 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Green Vista Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTIAAN ANDRIES VAN DER BURGH
Chief Compliance Officer, Chief Executive Officer, Manager, Registered Representative
- CRD
- #7193901
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PHILIP LAURIE BEYTELL
--
- CRD
- #4828145
JAMES A CLEMENTS
Owner
- CRD
- #5133846
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,206,841 | $153,023 |
| Non-Discretionary | $0 | -- |
| Total | $16,206,841 | $153,023 |
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Separately Managed Accounts
SMA allocation detail is available
Green Vista Asset Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.