|
⚲
|
| Conservest Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 111353 |
| SEC # | 801-44462 |
| CIK # | 0001705716 |
| AUM | $1.7 BB (2024-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 610-642-9588 |
| Address | 257 E Lancaster Avenue Wynnewood, PA 19096 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 5.7 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 33.1 |
| (b) Individuals (high net worth individuals) | 189 | 1,612.5 |
| (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 | 7 | 16.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 23.7 |
| (n) Other | 12 | 11.0 |
| Total | 289 | 1,696.5 |
| By Discretionary | ||
| Discretionary | 289 | 1,696.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 289 | 1,696.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,696.5 | |
| Total | 289 | 1,696.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001705716] |
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|---|---|---|
|
The Wealth Alliance LLC
✚
|
NY | 1.7 |
|
Heritage Investment Group Inc
✚
|
FL | 1.7 |
|
Independence Asset Advisors LLC
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PA | 1.7 |
|
Well Done LLC
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|
MI | 1.7 |
|
Sigma Investment Counselors Inc
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|
MI | 1.7 |
|
NBC Securities Inc
✚
|
AL | 1.7 |
|
Redwood Investments LLC
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|
MA | 1.7 |
|
Golden State Wealth Management LLC
✚
|
CA | 1.7 |
|
Foster Victor Wealth Advisors LLC
✚
|
SC | 1.7 |
|
Ranger Investment Management LP
✚
|
TX | 1.7 |