SUREVEST, LLC

SUREVEST, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 306872). Regulatory assets under management: $541.1M.

Registration

Officers, owners & control persons (4)

NameRoleLocation
NAKAMURA LARRY TRISTONCHIEF COMPLIANCE OFFICER
LUNA ROBERT JCHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER & CEO
Galdamez Luis AMANAGING DIRECTOR - INVESTMENTS; MANAGING DIRECTOR - INVESTMENTS & MEMBER
KISNER JEREMY ADIRECTOR OF FINANCIAL PLANNING; DIRECTOR OF FINANCIAL PLANNING & MEMBER

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