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ACCUVEST GLOBAL ADVISORS
ACCUVEST GLOBAL ADVISORS (CRD# 134096) is an SEC-Registered Investment Advisor (RIA), headquartered in Walnut Creek, CA. The SEC approved the firm to operate as an RIA in Feb 2008. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $342.9 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 77% .  
 
ACCUVEST GLOBAL ADVISORS also reported in Oct 2018:
  • 7 employees, with 6 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACCUVEST GLOBAL ADVISORS has no disclosure events reported to the SEC at this time.
 

View ACCUVEST GLOBAL ADVISORS's most recent Form ADV filing
 


ACCUVEST GLOBAL ADVISORS has Notice Filings with the following State Securities Authorities: CA-Jul 2005, FL-Nov 2015, HI-Nov 2015, IL-Feb 2017, TX-Nov 2015 , UT-Nov 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.