Overview
Assets Under Management: $161 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 53
Average Client Assets: $1.9 million
Frequently Asked Questions
SUREVEST WEALTH MANAGEMENT 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 #122369), SUREVEST WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SUREVEST WEALTH MANAGEMENT is headquartered in PHOENIX, AZ.
SUREVEST WEALTH MANAGEMENT serves 53 high-net-worth clients according to their SEC filing dated September 12, 2018. View client details ↓
According to their SEC Form ADV, SUREVEST WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SUREVEST WEALTH MANAGEMENT manages $161 million in client assets according to their SEC filing dated September 12, 2018.
According to their SEC Form ADV, SUREVEST WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.68%
Average Client Assets: $1.9 million
Total Client Accounts: 572
Discretionary Accounts: 565
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 122369
Filing ID: 1239564
Last Filing Date: 2018-09-12 12:13:00