ACTIVEST WEALTH MANAGEMENT, LLC - Financial Advisor in Florida, Aventura

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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