Overview
Assets Under Management: $518 million
Headquarters: PROVO, UT
High-Net-Worth Clients: 21
Average Client Assets: $1.5 million
Frequently Asked Questions
ACCUVEST GLOBAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134096), ACCUVEST GLOBAL ADVISORS, INC. is subject to fiduciary duty under federal law.
ACCUVEST GLOBAL ADVISORS, INC. is headquartered in PROVO, UT.
ACCUVEST GLOBAL ADVISORS, INC. serves 21 high-net-worth clients according to their SEC filing dated January 26, 2024. View client details ↓
According to their SEC Form ADV, ACCUVEST GLOBAL ADVISORS, INC. offers portfolio management for individuals, portfolio management for businesses, and selection of other advisors. View all service details ↓
ACCUVEST GLOBAL ADVISORS, INC. manages $518 million in client assets according to their SEC filing dated January 26, 2024.
According to their SEC Form ADV, ACCUVEST GLOBAL ADVISORS, INC. serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.89%
Average Client Assets: $1.5 million
Total Client Accounts: 310
Discretionary Accounts: 310
Regulatory Filings
CRD Number: 134096
Filing ID: 1815870
Last Filing Date: 2024-01-26 16:05:00