Val Vista Capital Management, LLC

Val Vista Capital Management, LLC (CRD# 159679) is a financial advisory firm headquartered in Sun Lakes, AZ. They manage $8,100,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $188,372
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 pooled investment vehicles (other than investment companies)
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.

AZ

Financial Advisors at Val Vista Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James E. Gentrup
CRD#: 1752016
Gilbert, AZ
96
Wealthminder
score

James Gentrup (CRD# 1752016) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Gilbert, AZ and has over 29 years of experience in the finance industry.

2
James E. Rech
CRD#: 6020820
Phoenix, AZ
90
Wealthminder
score

James Rech (CRD# 6020820) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Phoenix, AZ and has 1 year of experience in the finance industry.

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