Vista Advisor Group, LLC
Vista Advisor Group, LLC (CRD# 307268) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $207,726,366 in 585 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management208MILLION
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Total Number of Accounts585ACCOUNTS
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Average Account Value$355,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, NE, TX, WA
Michael Lahl (CRD# 5155603) is an Investment Advisor Representative working at Vista Advisor Group, LLC in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Stephen Lahl (CRD# 6352342) is an Investment Advisor Representative working at Vista Advisor Group, LLC in Walnut Creek, CA and has over 6 years of experience in the finance industry.
William Lahl (CRD# 2368622) is an Investment Advisor Representative working at Vista Advisor Group, LLC in Walnut Creek, CA and has over 14 years of experience in the finance industry.