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James Patrick Calhoun

ACCUVEST GLOBAL ADVISORS, INC.·PROVO, Utah
Unclaimed Profile
3575 N. 100 E., PROVO, UT 84604CRD# 5893864Firm CRD# 134096
01

About

James Patrick Calhoun is a registered financial advisor based in PROVO, Utah, affiliated with ACCUVEST GLOBAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ACCUVEST GLOBAL ADVISORS, INC.
ACCUVEST GLOBAL ADVISORS, INC.
AUM
$518M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCUVEST GLOBAL ADVISORS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5893864
Firm CRD# 134096
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Calhoun offer?
James Patrick Calhoun specializes in Investment Management. Contact their office in PROVO, Utah for a consultation.
What are James Patrick Calhoun's credentials?
James Patrick Calhoun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Calhoun located?
James Patrick Calhoun is based in PROVO, Utah, working with ACCUVEST GLOBAL ADVISORS, INC.. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does James Patrick Calhoun charge for services?
James Patrick Calhoun's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCUVEST GLOBAL ADVISORS, INC.?
ACCUVEST GLOBAL ADVISORS, INC. has approximately 6 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PROVO
Nathan Dale White — PARAGON CAPITAL MANAGEMENT INCBrent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCNatalie Grace Wolfsen — TOWNSQUARE CAPITAL, LLCBradley Steven Jensen — ACCUVEST GLOBAL ADVISORS, INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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