Investment adviser · CRD 167412

ALLOVEST ADVISORY SERVICES, LLC

Investment adviser filing (IA)

HUNTINGTON BEACH, CA, United States · Form ADV filed Feb 10, 2015

Regulatory AUM
$134M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 10, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Hourly · Subscription · Fixed

Principal office

17111 BEACH BLVD., SUITE 203B
HUNTINGTON BEACH, CA, 92647, United States

CRD 167412

Filing source

Form ADV 876210 · Feb 10, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.