Vista Research And Management, LLC is an investment adviser to an investment company based in Greenwich. It manages $3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.
Vista Research And Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vista Research And Management, LLC is $3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 418% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Vista Research And Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Vista Research And Management, LLC is owned by George William Denninghoff. Luke Jacob Aucoin joined the executive team most recently as the Chief Operating Officer.
The principal office where Vista Research And Management, LLC performs its advisory services is located at 124 Ritch Ave, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-262-4625 or by fax 914-238-1191. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at vrmfunds.com.