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COMVEST ADVISORS LLC

360 S. Rosemary
Suite 1700
West Palm Beach, Florida 33401
Tel: 561-727-2000

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About COMVEST ADVISORS LLC

COMVEST ADVISORS LLC, formally registered with the SEC as COMVEST ADVISORS LLC. The firm was established in 03/28/2012. They have over 3 offices throughout the country.

COMVEST ADVISORS LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $4,342,966,736 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 95 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160753
SEC#801-74325
Assets Managed by Firm$4,342,966,736
No. of Clients18
No. of Advisors95

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total18$4,342,966,736

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