SUREVEST INC.

SUREVEST INC. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 122369). Regulatory assets under management: $382.1M.

Registration

• CRD: 122369
• SEC file number: 801-112653
• Type: Registered investment adviser
• Location: 2425 E. CAMELBACK ROAD, SUITE 890, PHOENIX, AZ, 85016
• Phone: 480-272-7116
• Latest filing: 2020-01-24
• Regulatory AUM: $382.1M
• Discretionary AUM: $355.7M
• Non-discretionary AUM: $26.3M
• Clients: 10
• Accounts: 772

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 122369 on SEC IAPD (source of record)
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