PUREVEST

1110 South Ave
Suite 85
Staten Island, New York 10314
Tel: (347) 466-4400

About PUREVEST

PUREVEST, formally registered with the SEC as PUREVEST. The firm was established in 02/14/2022. They have over 1 offices throughout the country.

PUREVEST is a Staten Island, New York based Financial Planning firm with nearly $32,340,960 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318332
SEC#	801-123242
Assets Managed by Firm	$32,340,960
No. of Clients	162
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	162	$32,340,960
Individuals (other than high net worth individuals)	72	$11,861,881
High net worth individuals	7	$20,479,079

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