Diablo Vista Capital, LLC

Diablo Vista Capital, LLC (CRD# 155830) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $55,698,205 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1547 Palos Verdes Mall #164, Walnut Creek, CA 94597
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $55,698,205
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Diablo Vista Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip Hamilton, financial advisor Portland ME
Philip T. Hamilton
CRD#: 2826524
Portland, ME

Philip Hamilton (CRD# 2826524) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Portland, ME and has over 27 years of experience in the finance industry.

2
Lee Molendyk, financial advisor Danville CA
Lee B. Molendyk
CRD#: 2869353
Danville, CA

Lee Molendyk (CRD# 2869353) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Danville, CA and has over 26 years of experience in the finance industry.

3
Lance Swanson, financial advisor Danville CA
Lance B. Swanson
CRD#: 2855546
Danville, CA

Lance Swanson (CRD# 2855546) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Danville, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals