Mar Vista Investment Partners, LLC

Mar Vista Investment Partners, LLC (CRD# 144906) is a financial advisory firm headquartered in Los Angeles, CA. They manage $2,429,584,646 in 125 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,430
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $19,436,677
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MD, MN, NE, NH, OH, SD, TX, VA, VT, WA

Financial Advisors at Mar Vista Investment Partners, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Joshua J. Honeycutt
CRD#: 4100509
11150 Santa Monica Blvd, Suite 320, Los Angeles, CA 90025
96
Wealthminder
score

Joshua Honeycutt (CRD# 4100509) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

2
Brian L. Massey
CRD#: 4570398
11150 Santa Monica Blvd, Suite 320, Los Angeles, CA 90025
96
Wealthminder
score

Brian Massey (CRD# 4570398) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.

3
Heather R. Blomgren
CRD#: 4787383
Brandon, SD
93
Wealthminder
score

Heather Blomgren (CRD# 4787383) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Brandon, SD and has over 10 years of experience in the finance industry.

4
Jon R. Foust
CRD#: 2121126
6001 Shady Oak Road, Suite 200, Minnetonka, MN 55343
93
Wealthminder
score

Jon Foust (CRD# 2121126) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Minnetonka, MN and has over 11 years of experience in the finance industry.

5
Erik J. Hirsch
CRD#: 4570302
6001 Shady Oak Road, Suite 200, Minnetonka, MN 55343
93
Wealthminder
score

Erik Hirsch (CRD# 4570302) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Minnetonka, MN and has over 16 years of experience in the finance industry.

6
Jorge A. Pollitt
CRD#: 4570411
Hinsdale, IL
93
Wealthminder
score

Jorge Pollitt (CRD# 4570411) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Hinsdale, IL and has over 13 years of experience in the finance industry.

7
Jeffrey B. Prestine
CRD#: 3258920
11150 Santa Monica Blvd, Suite 320, Los Angeles, CA 90025
93
Wealthminder
score

Jeffrey Prestine (CRD# 3258920) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

8
Jennifer L. Singson
CRD#: 4222310
6001 Shady Oak Road, Suite 200, Minnetonka, MN 55343
93
Wealthminder
score

Jennifer Singson (CRD# 4222310) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Minnetonka, MN and has over 14 years of experience in the finance industry.

9
Kathleen C. Vonschlegell
CRD#: 2937799
11150 Santa Monica Blvd, Suite 320, Los Angeles, CA 90025
93
Wealthminder
score

Kathleen Vonschlegell (CRD# 2937799) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.

10
Silas A. Myers
CRD#: 2074431
11150 Santa Monica Blvd, Suite 320, Los Angeles, CA 90025
90
Wealthminder
score

Silas Myers (CRD# 2074431) is an Investment Advisor Representative working at Mar Vista Investment Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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