ACCUVEST GLOBAL ADVISORS, INC.

RIASEC RegisteredEst. 2008

Total AUM

$630M

Discretionary

$630M

100% of AUM

Avg account

$1.4M

Accounts

447

Employees

Advisory reps

Firm details

Headquarters: PROVO, Utah
CRD number: 134096
Registered since: February 27, 2008
Website: www.accuvest.com
Custodians: MOSAIC FINANCIAL, CHARLES SCHWAB & CO., INC., U.S. BANCORP ADVISORS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other66.67%
Investment Companies14.41%
Corporations / Businesses11.51%
HNWI7.14%
Individuals0.27%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Accuvest Global Advisors, Inc. is a corporate registered investment adviser that has been SEC-registered since 2008. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals, small businesses and investment companies, and it also engages in the selection of third‑party advisers. Compensation arrangements include percentage-of-assets, fixed fees and performance-based fees. Accuvest is not identified as an active ESG investor and has a broker‑dealer affiliation listed among its industry connections.