Vist Capital Management (Wyomissing)

Vist Capital Management is a large advisory firm based in Wyomissing. It manages $57.97 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Pennsylvania.

Vist Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vist Capital Management: assets under management

The assets under management (AUM) of Vist Capital Management is $57.97 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.42 million in discretionary accounts and $30.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $342.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vist Capital Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vist Capital Management

Frank C. Melewski has been acting as President since 1 Sep 2003. Andrew Joseph Kuzneski joined the executive team most recently as the Director.

Direct owners and executive officers

Based in Wyomissing

The principal office where Vist Capital Management performs its advisory services is located at 1240 Broadcasting Road, Wyomissing, PA 19610 The mailing address of the firm is Po Box 6287, Wyomissing, PA 19610. An additional office of the firm is in Blue Bell, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-372-7737 or by fax 610-372-8463. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.vistfc.com.

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