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ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096 · SEC 801-68887
3575 N. 100 E., SUITE 350, PROVO, UT, 84604, United States
Phone
925-930-2882
Fax
925-886-8787
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$630.5M
Discretionary AUM
$630.5M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-04-07
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Selection of other advisersRESEARCH & CONSULTING FOR OTHER ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.7M |
| High net worth individuals | 27 | $45.0M |
| Investment companies | 2 | $90.8M |
| Corporations/business entities | 32 | $72.6M |
States served
AK, CA, UT
All web addresses on file
Official SEC filing: View on IAPD