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ACCUVEST GLOBAL ADVISORS, INC.
3575 N. 100 E.
Suite 350
Provo, Utah 84604
Tel: 925-930-2882
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 Status | Approved |
|---|---|
| Firm CRD# | 134096 |
| SEC# | 801-68887 |
| Assets Managed by Firm | $517,953,758 |
| No. of Clients | 310 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 310 | $517,953,758 |
| Individuals (other than high net worth individuals) | 4 | $1,031,163 |
| High net worth individuals | 21 | $30,514,421 |
| Charitable organizations | 1 | $2,455,188 |
| Other investment advisers | 5 | $3,831,707 |
| Corporations or other businesses | 7 | $14,476,245 |
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