ALLVET FINANCIAL LLC

ALLVET FINANCIAL LLC is an SEC-registered investment adviser (CRD 336247). Regulatory assets under management: $1.3M.

Registration

• CRD: 336247
• SEC file number: 801-136165
• Type: Registered investment adviser
• Phone: (804) 201-4615
• Latest filing: 2026-07-06
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 2
• Accounts: 70

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336247 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search