Vista Wealth Management Group LLC
Nombre legal: VISTA WEALTH MANAGEMENT GROUP, LLC
Detalles de contacto completos
Vista Wealth Management Group LLC
306 CAMBRIDGE AVENUE, PALO ALTO, CA
650-252-0550
844-811-6429
Otra información
Vista Wealth Management Group LLC, una compañía de responsabilidad limitada con sede en Delaware, emplea a 27 personas, de las cuales 25 desempeñan roles de asesoramiento. Se desconoce el número de clientes a los que atienden. La SEC aprobó su registro el 24 de julio de 2018.
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Propietarios directos
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BRIAN GLENN FRAZIER
CHIEF INVESTMENT OFFICER posee menos de 5%
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FOCUS OPERATING, LLC
MEMBER posee 75% o más
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JAMES MICHAEL KNIGHT
CCO AND COO posee menos de 5%
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MICHAEL EDWARD SPECTOR
CHIEF EXECUTIVE OFFICER posee menos de 5%
Propietarios indirectos
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FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más