Val Vista Capital Management, LLC
Val Vista Capital Management, LLC (CRD# 159679) is a financial advisory firm headquartered in Sun Lakes, AZ. They manage $81,045,127 in 429 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Val Vista Capital Management, LLC
By the Numbers
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Total Assets Under Management81MILLION
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Total Number of Accounts429ACCOUNTS
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Average Account Value$188,916
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Val Vista Capital Management, LLC
1
Steven Netzel (CRD# 2863170) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Sun Lakes, AZ and has over 15 years of experience in the finance industry.
2
Eric Gauthier (CRD# 7622134) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Sun Lakes, AZ and has 1 year of experience in the finance industry.
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