Summary
VISTA ASSET MANAGEMENT LLC
Founded in 2002
Description
Vista Asset Management is a wealth management firm focused on helping clients build and preserve wealth through expert investment advice and action. We bring the sophisticated tools generally reserved for institutional investors to individuals and families. We offer objectivity, highly personalized investment plans and dedication to client service.
Strengths
- VISTA ASSET MANAGEMENT LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since VISTA ASSET MANAGEMENT LLC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
VISTA ASSET MANAGEMENT LLC's annual revenue
$2423000
Based on Kona Equity data
-
Revenue per employee
$173071
-
Variance of revenue growth
1.11
-
Annual revenue growth since founding
$475700
-
Revenue growth rate from first known quarter to current
197.3%
Employee Count
14 employees
-
Employee growth rate from first known quarter to current
131.2%
Executives
Catherine Williams
No Title Available
c**@vistamgt.comCynthia Yee
Co-Founder & Managing Partner & Chief Financial Officer, Cco
c**@vistamgt.comJamie Brown
President & Chief Executive Officer & Uncle Ed' s Oil Shoppes Business Strategy & Operations Leadership Executive
j**@vistamgt.comVince Scola
Vice President, Capital Markets
v**@vistamgt.comTyler Larsen
University of California, Berkeley
t**@vistamgt.comCraig Kirkpatrick
Managing Partner, President
c**@vistamgt.comJonna Dondero
Vice President, Capital Markets
j**@vistamgt.comIan Goltra
Portfolio Manager
i**@vistamgt.comPaul Gray
Portfolio Manager
p**@vistamgt.comAaron Hartman
Managing Member
a**@vistamgt.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: VISTA ASSET MANAGEMENT LLC
- Industry: Investment service
- SIC: 6531; 653
- NAICS: 531; 5312
See similar companies
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By City Orinda Small Investment service in Orinda Mid-size Investment service in Orinda
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By State CA Small companies in CA Small Investment service in CA Mid-size Investment service in CA
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By Industry Investment service Small Investment service Mid-size Investment service
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Firmographic data G Score of 5 Founded in 2002 SIC: 6531 SIC: 653 NAICS: 531 NAICS: 5312 #Real Estate
Frequently Asked Questions
VISTA ASSET MANAGEMENT LLC's headquarters are located at 6 Katrina Ct. Orinda, CA 94563.
VISTA ASSET MANAGEMENT LLC's official website is vistamgt.com
VISTA ASSET MANAGEMENT LLC's annual revenue is $2.4 M.
VISTA ASSET MANAGEMENT LLC's SIC: 6531; 653
VISTA ASSET MANAGEMENT LLC's NAICS: 531; 5312.
VISTA ASSET MANAGEMENT LLC has 14 employees
