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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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