Accuvest Global Advisors, Inc.

RIASEC Registered

Total AUM

$630M

Discretionary

$630M

100% of AUM

Avg account

$1.4M

Accounts

447

Employees

Advisory reps

Firm details

Headquarters: Provo, Utah
CRD number: 134096
Registered since: February 27, 2008
Website: www.accuvest.com
Custodians: MOSAIC FINANCIAL, CHARLES SCHWAB & CO., INC., U.S. BANCORP ADVISORS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other66.67%
Investment Companies14.41%
Corporations / Businesses11.51%
HNWI7.14%
Individuals0.27%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Accuvest Global Advisors, Inc. is a corporation operating as an institutional registered investment adviser. The firm is SEC-registered (registration year 2008) and positions itself as a capital allocator serving both individual/family clients and institutional accounts. Its advisory remit includes discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of subadvisers. Fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm maintains a broker-dealer affiliation and is not listed as an active ESG investor.