| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael William Lahl Control | Managing Member & Chief Compliance Officer | 25-50% | 2020 |
| Stephen Edgar Lahl | Owner | 5-10% | 2022 |
| William Alan Lahl Control | Managing Member | 25-50% | 2020 |
Vista Advisor Group, LLC reports $314.6 million in regulatory assets under management on its Form ADV.
Vista Advisor Group, LLC reports 5 employees.
Vista Advisor Group, LLC is based in Walnut Creek, CA and has been SEC-registered since 2020.
Vista Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2950 Buskirk Avenue, Suite 350, Walnut Creek, CA 94597 |
| Phone | 925-476-4646 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $312.7M |
| Non-discretionary | $1.9M |
| Total (RAUM) | $314.6M |