Private Vista LLC
Legal Name: PRIVATE VISTA, LLC
Private Vista LLC is legally known as PRIVATE VISTA, LLC. It is an IL Limited Liability Company. This firm has 34 employees, of which 22 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 19, 1999.
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DOUGLAS STEWART BROWN
MANAGING MEMBER owns more than 10% but less than 25%
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JAMES MICHAEL WEIL
MANAGING MEMBER owns more than 25% but less than 50%
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JEFFREY MICHAEL TONER
MANAGING MEMBER owns more than 25% but less than 50%
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ROBERT ALFRED WESTRICK
MANAGING MEMBER owns more than 25% but less than 50%
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STEVEN IRA MERDINGER
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
- ISHARES TR $55,439k
- ISHARES TR CORE S&P SCP ETF $53,143k
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- ULTA BEAUTY INC $19,700k
- WISDOMTREE LARGECAP DIV $18,821k
- INVESCO EXCH TRD SLF IDX FD $12,646k
- WISDOMTREE TR $12,194k
- INVESCO EXCH TRD SLF IDX FD $11,481k
- INVESCO EXCH TRD SLF IDX FD $9,230k