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Building 2COMVEST CREDIT ADVISORS, LLC

Map pinWEST PALM BEACH, FL
Phone561-727-2000
NotebookSEC #801-120234
Total AUM
$9.3B
Employees
150
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 S. ROSEMARY
SUITE 1700
WEST PALM BEACH
FL 33401-6351
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-727-2000
Other Offices
3

ReceiptFinancials

Total AUM
$9.3B
Accounts
12
Discretionary
$9.3B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
12
AUM
$9.3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
FLILNY

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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