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ACCUVEST GLOBAL ADVISORS, INC.

3575 N. 100 E.
Suite 350
Provo, Utah 84604
Tel: 925-930-2882

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About ACCUVEST GLOBAL ADVISORS, INC.

ACCUVEST GLOBAL ADVISORS, INC, formally registered with the SEC as ACCUVEST GLOBAL ADVISORS, INC. The firm was established in 02/27/2008. They have over 2 offices throughout the country.

ACCUVEST GLOBAL ADVISORS, INC. is a Provo, Utah based Financial Planning firm with nearly $517,953,758 assets under management, offering retirement planning & investment advisory services to 310 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134096
SEC#801-68887
Assets Managed by Firm$517,953,758
No. of Clients310
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection for other advisors
  • Other (RESEARCH & CONSULTING FOR OTHER ADVISERS)

Firm Client Information

No. of ClientsAUM
Firm Total310$517,953,758
Individuals (other than high net worth individuals)4$1,031,163
High net worth individuals21$30,514,421
Charitable organizations1$2,455,188
Other investment advisers5$3,831,707
Corporations or other businesses7$14,476,245

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