Investment adviser · CRD 120645

DIVI-VEST ADVISORS

Investment adviser filing (IA)

BRYN MAWR, PA, United States · Form ADV filed Jun 14, 2012

Regulatory AUM
$40.1M
Form ADV · Item 5.F
Client accounts
51
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 14, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

932 WEST LANCASTER AVENUE
BRYN MAWR, PA, 19010, United States

CRD 120645

Filing source

Form ADV 653050 · Jun 14, 2012 · 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.