Vist Capital Management (Wyomissing)

Name: Vist Capital Management
Address: 1240 Broadcasting Road, Wyomissing, PA, 19610
Telephone: 610-372-7737

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

Name	Entity	Date acquired	Ownership	Employer ID
Vist Financial Corp.	Financial holding company owning 100% of vist capital management,llc	1 Oct 1999	75% - 100%	23-2354007
Michael S Flanagan	Managing director, vice president	1 Sep 2002	Other	4594882
Jenette L Eck	Secretary	1 Apr 2003	Other	4760258
Frank C. Melewski	Director	1 Sep 2003	Other	4760256
Robert William Muti	Chief compliance officer,director	1 Jan 2004	Other	3078932
Richard Boothby	Director	1 Apr 2004	Other	2161449
Charles J Hopkins	Director	1 Apr 2004	Other	4939889
Alfred J Weber	Director	1 Sep 2005	Other	5118627
Robert Davis	Chairman, director	1 Sep 2005	Other	5118633
Christina Mcdonald	Director	1 Mar 2006	Other	5312689
Edward Barrett	Treasurer	1 Jun 2006	Other	5313968
Andrew Joseph Kuzneski	Director	1 Oct 2007	Other	2261825

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.