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CV ADVISORS LLC
AVENTURA, FL
305-358-5990
SEC #801-77002Total AUM
$15.1B
Employees
82Clients
163Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
19495 BISCAYNE BOULEVARD
SUITE PH1
AVENTURA
FL 33180
United States
SUITE PH1
AVENTURA
FL 33180
United States
Operating Hours
9AM - 6PM
Monday - Friday
Monday - Friday
Phone
305-358-5990
Financials
Total AUM
$15.1B
Accounts
5,953Discretionary
$1.8B
Accounts
758Non-Discretionary
$13.3B
Accounts
5,195
Clients
HNW Individual Clients
145AUM
$13.1B
Banking Clients
1AUM
$343.9M
Pooled Vehicle Clients
14AUM
$295M
Charitable Organization Clients
1AUM
$136.6M
Insurance Company Clients
1AUM
$894.4M
Corporation or Business Clients
1AUM
$299.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSOLIDATED FINANCIAL REPORTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLLATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.