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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2016
- Office Locations
- 2
Office Locations
About Invista Advisors
InVista Advisors is a Montgomery, AL wealth management firm providing personalized financial planning and asset management for individuals and families, business owners, and charities/non-profits. A collaborative team of CPAs, business consultants, and investment advisors integrates tax and business planning with portfolio construction and asset allocation, often using mutual funds and ETFs. Custody includes LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL JAMES BARRANCO
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #4825738
- Ownership
- 50% but less than 75%
CARL BRANDT MCDONALD JR
Managing Member, President
- CRD
- #1968938
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL AUSTIN BARRANCO
Chief Operating Officer
- CRD
- #6358281
DONALD G. CHASTAIN
--
- CRD
- #4558422
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,563,326 | $297,522 |
| Non-Discretionary | $162,984,615 | $2,063,096 |
| Total | $443,547,941 | $434,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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