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ALLOVEST ADVISORY SERVICES, LLC
ALLOVEST ADVISORY SERVICES, LLC
HUNTINGTON BEACH, California
·
2 registered advisors
·
CRD# 167412
SEC# 801-78559
714-676-5540
01
Firm Overview
AUM
$134M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ALLOVEST ADVISORY SERVICES, LLC
2 registered advisors
Gary Dean Kutscher
HUNTINGTON BEACH, California
CRD# 6179411
Maria Kutscher
HUNTINGTON BEACH, California
CRD# 1844674
05
Office Locations
HUNTINGTON BEACH, California
2 advisors
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Data sourced from SEC Form ADV filings. ALLOVEST ADVISORY SERVICES, LLC (CRD# 167412) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.