Vista Investment Management LLC
Legal Name: VISTA INVESTMENT MANAGEMENT, LLC
400 PENN CENTER BLVD., SUITE 555, PITTSBURGH, PA
412-824-5940
https://www.vista-im.com
Frequently Asked Questions (FAQ)
Full Contact Details
Vista Investment Management LLC
400 PENN CENTER BLVD., SUITE 555, PITTSBURGH, PA
412-824-5940
412-203-2117
Other Info
Vista Investment Management LLC, operating under the legal name VISTA INVESTMENT MANAGEMENT, LLC, is a Pennsylvania Limited Liability Company that employs three advisors and serves one client. Its SEC-approved registration dates back to March 2018.
Vista Investment Management, LLC
Vista Investment Management is a registered investment adviser that provides portfolio management services to individual and institutional clients.
Direct Owners
-
JOHN DANIEL FRANKOLA
PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER owns 75% or more
-
MATTHEW JOSEPH VIVERETTE
OFFICER, MANAGER owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 14, 2019
- SPDR Inv't Grade Floating Rate $3,801k
- SPDR SERIES TRUST $3,159k
- SPDR SERIES TRUST $3,087k
- VANGUARD WORLD FDS INF TECH ET $3,016k
- INVESCO VARIABLE RATE INVESTMENT GRADE ETF $2,837k
- SPDR Portfolio Emerging Market $2,482k
- WISDOMTREE TR $2,323k
- SPDR SERIES TRUST $2,307k
- SSGA ACTIVE ETF TR $2,303k
- CONSTELLATION BRANDS $2,124k