CV ADVISORS LLC

19495 Biscayne Boulevard
Suite Ph1
Aventura, Florida 33180
Tel: 305-358-5990

About CV ADVISORS LLC

CV ADVISORS LLC, formally registered with the SEC as CV ADVISORS LLC. The firm was established in 08/13/2012. They have over 1 offices throughout the country.

CV ADVISORS LLC is a Aventura, Florida based Financial Planning firm with nearly $9,678,316,282 assets under management, offering retirement planning & investment advisory services to 2067 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164817
SEC#	801-77002
Assets Managed by Firm	$9,678,316,282
No. of Clients	2067
No. of Advisors	56

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSOLIDATED FINANCIAL REPORTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2067	$9,678,316,282
High net worth individuals	98	$8,457,445,927
Charitable organizations	Fewer than 5 clients	$157,883,345
Corporations or other businesses	Fewer than 5 clients	$195,593,094

More Retirement Planning firms in Aventura, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

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