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Building 2ACCUVEST GLOBAL ADVISORS, INC.

Map pinPROVO, UT
Phone925-930-2882
NotebookSEC #801-68887
Total AUM
$630.5M
Employees
6
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3575 N. 100 E.
SUITE 350
PROVO
UT 84604
United States
Operating Hours
8AM - 5:30PM
Monday - Friday
Phone
925-930-2882
Other Offices
1

ReceiptFinancials

Total AUM
$630.5M
Accounts
447
Discretionary
$630.5M
Accounts
447
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$1.7M
HNW Individual Clients
27
AUM
$45M
Investment Company Clients
2
AUM
$90.8M
Corporation or Business Clients
32
AUM
$72.6M
Other Clients
1
AUM
$420.3M
Description of Other Clients
SUB ADVISOR

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementOther Services
Other Services
RESEARCH & CONSULTING FOR OTHER ADVISERS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCAUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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