Crowdvest Securities LLC

Overview

Crowdvest Securities LLC is organized as a limited liability company and is registered with the SEC as of 2018. FINTRX records the firm as individually owned and places it in an "Unclassified" category, with no further segmentation of its business model or target client types in the snapshot. The FINTRX profile flags several negative indicators: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser and is not listed as a newly formed adviser. The snapshot contains no description of advisory activities, investment strategies, or service lines, so the public profile is sparse on operational detail.

Assets & Accounts

Location & Offices