Green Vista Asset Management LLC (Winter Park)

Green Vista Asset Management LLC is an adviser based in Winter Park. It manages $4.28 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Maryland, Ohio, and Pennsylvania.

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

Green Vista Asset Management: assets under management

The assets under management (AUM) of Green Vista Asset Management LLC is $4.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.02 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 65% of the total AUM. The second-largest asset type is government bonds, which make up 25% of the firm’s portfolio. Investments in investment grade corporate bonds form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Green Vista Asset 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.

What kind of clients Green Vista Asset Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Green Vista Asset Management is individuals with 27 clients and $2.69 million of assets under management. Among the 1 most similar advisory firms, Green Vista Asset Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $4.28 million for 28 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Green Vista Asset Management doesn't advise any private funds.

Careers at Green Vista Asset Management LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew William Miles	Manager	1 Dec 2017	Other	5986774
Philippus Theunis Van Staden	Chief executive officer, chief compliance officer, manager	1 Dec 2017	Other	4489166
Llc Green Vista Holdings	Member	1 Jan 2018	75% - 100%	824216475

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Andrew William Miles	Manager, member	1 Feb 2018	50% - 75%	5986774
Philippus Theunis Van Staden	Manager, member	1 Feb 2018	50% - 75%	4489166

Based in Winter Park

The principal office where Green Vista Asset Management LLC performs its advisory services is located at 222 N. Park Avenue, Winter Park, FL 32789, 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 407-878-1215 or by fax 407-878-1215. The normal business hours are 8:30 - 5:00 on Monday - Friday.