ACCUVEST GLOBAL ADVISORS, INC. of PROVO, UT is an SEC-registered investment adviser (CRD 134096). Regulatory assets under management: $630.5M.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Bradley Steven Jensen | CHAIRMAN OF THE BOARD | Provo, UT |
| David Jacob Garff | CCO; CEO | — |
| Robert Patton Jensen | BOARD MEMBER | — |
| JENSEN FRED STEVEN | CHAIRMAN OF THE BOARD; OWNER | — |
| ALLEN CRAIG MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| GARFF DAVID JACOB | CCO; CEO; CEO & CHIEF COMPLIANCE OFFICER | — |
| SCHAEFER CHARLES JAMES | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| JENSEN ROBERT PATTON | COO | — |
| HEYMAN CHRISTOPHER SCOTT | OWNER | — |
| CALHOUN JAMES PATRICK | CIO; OWNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MOSAIC EXODUS 1 LLC | Other Private Fund | Utah | 13 | $18.0M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| PLEASANT HILL | CA | 1 | 925-930-2882 |