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Buena Vista Investment Management LLC (Wisconsin Rapids)


Buena Vista Investment Management LLC is an adviser based in Wisconsin Rapids. It manages $59 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Illinois, Michigan, and Wisconsin.

Buena Vista Investment Management provides portfolio management for individuals and small businesses, selection of other advisers, and investment banking consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Buena Vista Investment Management: assets under management

The assets under management (AUM) of Buena Vista Investment Management LLC is $59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.06 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Buena Vista Investment 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.

Based in Wisconsin Rapids

The principal office where Buena Vista Investment Management LLC performs its advisory services is located at 241 3 Rd Street South, Wisconsin Rapids, WI 54494 The mailing address of the firm is P.O. Box 1206, Wisconsin Rapids, WI 54495. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 715-422-0700 or by fax 715-422-0704. The normal business hours are 9 am to 5 pm on Monday - Friday.


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