Overview
Assets Under Management: $329 million
Headquarters: JERSEY CITY, NJ
High-Net-Worth Clients: 37
Average Client Assets: $0.6 million
Frequently Asked Questions
GLOVISTA INVESTMENTS LLC 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 #146382), GLOVISTA INVESTMENTS LLC is subject to fiduciary duty under federal law.
GLOVISTA INVESTMENTS LLC is headquartered in JERSEY CITY, NJ.
GLOVISTA INVESTMENTS LLC serves 37 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, GLOVISTA INVESTMENTS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GLOVISTA INVESTMENTS LLC manages $329 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, GLOVISTA INVESTMENTS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.90%
Average Client Assets: $0.6 million
Total Client Accounts: 93
Discretionary Accounts: 90
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 146382
Filing ID: 1852705
Last Filing Date: 2024-03-29 11:19:00