360 S. Rosemary
Suite 1700
West Palm Beach, Florida 33401
Tel: 561-727-2000
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160753 |
SEC# | 801-74325 |
Assets Managed by Firm | $4,342,966,736 |
No. of Clients | 18 |
No. of Advisors | 95 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 18 | $4,342,966,736 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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