Uvest Advisory Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292564
- Website
- uvestadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals82.83%
- HNWI17.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Uvest Advisory Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for a client base made up of individuals and families. Compensation is flexible: percentage-of-AUM fees alongside hourly and fixed-fee engagements. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection and oversight of third-party advisers, and investor education through seminars and workshops. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds20%
- US Government Bonds9%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Erik Goodge
Founder & PresidentCRD 6562264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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