ACTIVEST WEALTH MANAGEMENT, LLC
Tel: 954-399-8121 20900 Ne 30 Avenue Suite 311 Aventura, Florida 33180
About ACTIVEST WEALTH MANAGEMENT, LLC
ACTIVEST WEALTH MANAGEMENT, LLC is a Aventura, Florida based financial advisory firm with nearly $956,538,980 in assets under management and provides investment advisory services for 1181 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
156150
Firm SEC#:
801-113430
Assets Under Management:
$956,538,980
No. of Clients:
1181
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Other (CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)
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