PUREVEST
Tel: (347) 466-4400 1110 South Ave Suite 85 Staten Island, New York 10314
About PUREVEST
PUREVEST is a Staten Island, New York based financial advisory firm with nearly $32,340,960 in assets under management and provides investment advisory services for 162 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
318332
Firm SEC#:
801-123242
Assets Under Management:
$32,340,960
No. of Clients:
162
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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