|
⚲
|
| Conservest Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 111353 |
| SEC # | 801-44462 |
| CIK # | 0001705716 |
| AUM | $1.7 B (2025-03-26) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 610-642-9588 |
| Address | 257 E Lancaster Avenue Wynnewood, PA 19096 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.0 | ||
| Apple Inc | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 33.4 |
| (b) Individuals (high net worth individuals) | 202 | 1,655.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.6 |
| (h) Charitable organizations | 14 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 1,724.9 |
| By Discretionary | ||
| Discretionary | 298 | 1,724.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 1,724.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,724.9 | |
| Total | 298 | 1,724.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001705716] |
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|---|---|---|
|
The Harbor Group Inc
✚
|
NH | 1.7 |
|
Transamerica Financial Advisors LLC
✚
|
PA | 1.7 |
|
Independence Asset Advisors LLC
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|
PA | 1.7 |
|
Corda Investment Management LLC
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|
TX | 1.7 |
|
Landaas & Company LLC
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|
WI | 1.7 |
|
Novare Capital Management
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|
NC | 1.7 |
|
Atwood & Palmer Inc
✚
|
MO | 1.7 |
|
Ashton Thomas Securities LLC
✚
|
NY | 1.7 |
|
Silveroak Wealth Management LLC
✚
|
MN | 1.7 |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1.7 |