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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-05-2020
- Office Locations
- 1
Office Locations
About Vistafront Partners INC
VistaFront Partners provides customized portfolio management and planning for investors ranging from new savers to high-net-worth families and business owners. Services include retirement and estate planning, risk management, and 401(k) rollover guidance, with portfolios tailored to goals and risk tolerance. Public filings show ETF-heavy SMAs; custody includes Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 24 clients, or 12 clients per representative. That equates to $26.8K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Vistafront Partners INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CLINTON SCHWEINGROUBER
Chief Compliance Officer, President, VICE PRESIDENT
- CRD
- #3226435
- Ownership
- 50% but less than 75%
GARY REED STRATTON
Director, President
- CRD
- #1832618
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $642,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $642,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Vistafront Partners INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.