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VISTA INVESTMENT PARTNERS LLC

Tel: 405-608-5390
5601 North Classen Boulevard
Suite 101
Oklahoma City, Oklahoma  73118

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VISTA INVESTMENT PARTNERS LLC

VISTA INVESTMENT PARTNERS LLC is a Oklahoma City, Oklahoma based financial advisory firm with nearly $541,021,596 in assets under management and provides investment advisory services for 1601 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

286014

SEC#:

801-108779

No. of Clients:

1601

Assets under Management

$541,021,596

No. of Advisors:

9

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