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ACTIVEST WEALTH MANAGEMENT, LLC
Tel: 954-399-8121
20900 Ne 30 Avenue Suite 311
Aventura, Florida 33180
ACTIVEST WEALTH MANAGEMENT, LLC
ACTIVEST WEALTH MANAGEMENT, LLC is a Aventura, Florida based financial advisory firm with nearly $956,538,980 in assets under management and provides investment advisory services for 1181 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters , Other (CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
156150
SEC#:
801-113430
No. of Clients:
1181
Assets under Management
$956,538,980
No. of Advisors:
12
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