AMERIVEST ADVISORY CORP
Total AUM
$36.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 HAMPTON AVE
STE 140
NORTHAMPTON
MA 01060
USA
STE 140
NORTHAMPTON
MA 01060
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
413-584-9988
Financials
Total AUM
$36.7M
Accounts
220Discretionary
$27.9M
Accounts
142Non-Discretionary
$8.9M
Accounts
78
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
CTMA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.