Vista Investment Management LLC
Legal Name: VISTA INVESTMENT MANAGEMENT, LLC
400 PENN CENTER BLVD., SUITE 555, PITTSBURGH, PA
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 is legally known as VISTA INVESTMENT MANAGEMENT, LLC. It is a PA Limited Liability Company. This firm has 3 employees, of which 3 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 16, 2018.
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
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- Mcmahon Financial Advisors LLC
- Emergingwealth Investment Management Inc
- Commonwealth Advisory Group Ltd
- CIM Investment Management Inc
- Schneider Downs Wealth Management Advisors LP
- Oakmont Investment Advisors Inc
- MID Atlantic Financial Management Inc
Top Holdings
Period of report:
Jun 30, 2019
|
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