ACCUVEST GLOBAL ADVISORS, INC.

PROVO, Utah·6 registered advisors·CRD# 134096
SEC# 801-688871925-930-2882
01

Firm Overview

AUM
$518M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment Management
04

Advisors at ACCUVEST GLOBAL ADVISORS, INC.

6 registered advisors
Bradley Steven Jensen
PROVO, Utah
Christopher Scott Heyman
PROVO, Utah
David Jacob Garff
PROVO, Utah
David Matthew Allen
WALNUT CREEK, California
James Patrick Calhoun
PROVO, Utah
Robert Patton Jensen
PROVO, Utah
05

Office Locations

PROVO, Utah
5 advisors
WALNUT CREEK, California
1 advisor

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Data sourced from SEC Form ADV filings. ACCUVEST GLOBAL ADVISORS, INC. (CRD# 134096) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.