CV ADVISORS LLC - Financial Advisor in Florida, Aventura

Tel: 305-358-5990 19495 Biscayne Boulevard Suite Ph1 Aventura, Florida 33180

About CV ADVISORS LLC

CV ADVISORS LLC is a Aventura, Florida based financial advisory firm with nearly $9,678,316,282 in assets under management and provides investment advisory services for 2067 clients. There are currently 56 financial advisors at the firm.

General Information

Firm CRD#:

164817

Firm SEC#:

801-77002

Assets Under Management:

$9,678,316,282

No. of Clients:

2067

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSOLIDATED FINANCIAL REPORTING)

Fee Structure:

A percentage of AUM, Fixed fees

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