CONSERVEST CAPITAL ADVISORS INC

257 E. Lancaster Avenue
Suite 205
Wynnewood, Pennsylvania 19096
Tel: 610-642-9588

About CONSERVEST CAPITAL ADVISORS INC

CONSERVEST CAPITAL ADVISORS INC, formally registered with the SEC as CONSERVEST CAPITAL ADVISORS INC. The firm was established in 07/30/1993. They have over 1 offices throughout the country.

CONSERVEST CAPITAL ADVISORS INC is a Wynnewood, Pennsylvania based Financial Planning firm with nearly $1,696,549,903 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111353
SEC#	801-44462
Assets Managed by Firm	$1,696,549,903
No. of Clients	289
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	289	$1,696,549,903
Individuals (other than high net worth individuals)	76	$33,054,892
High net worth individuals	189	$1,612,456,270
Pension and profit sharing plans	7	$16,284,612
Corporations or other businesses	5	$23,706,240

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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