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CV ADVISORS LLC
Tel: 305-358-5990
19495 Biscayne Boulevard Suite Ph1
Aventura, Florida 33180
CV ADVISORS LLC
CV ADVISORS LLC is a Aventura, Florida based financial advisory firm with nearly $9,678,316,282 in assets under management and provides investment advisory services for 2067 clients. There are currently 56 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSOLIDATED FINANCIAL REPORTING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
164817
SEC#:
801-77002
No. of Clients:
2067
Assets under Management
$9,678,316,282
No. of Advisors:
56
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