G
$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
7 Employees
59 ADV. Clients
7 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2018
- Office Locations
- 3
Office Locations
1813 John Sims Parkway Suite 3 Niceville FL
222 N. Park Avenue Winter Park FL
60 Spring Vista Drive Suite A Debary FL
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 7 years. Managing $16.2M in total assets under management, with 6 advisory representatives. They custody assets with Assetmark.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$274.7K AVG AUM / CLIENT
6 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTIAAN ANDRIES VAN DER BURGH
Chief Compliance Officer, Chief Executive Officer, Manager, Registered Representative
- CRD
- #7193901
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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P
PHILIP LAURIE BEYTELL
--
- CRD
- #4828145
Available
Available
Available
J
JAMES A CLEMENTS
Owner
- CRD
- #5133846
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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