Myvest Corporation (San Francisco)

Name: Myvest Corporation
Address: 90 New Montgomery, Suite 250, San Francisco, CA, 94105
Telephone: 415-284-2767

Myvest Corporation is an adviser based in San Francisco. It has been registered with the SEC as an adviser since 2003.

Myvest Corporation provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Myvest Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Myvest Corporation

Cheryl Noriye joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Hamilton Harris	Director, chairman & sec	1 Dec 2002	75% - 100%	4702630
Charles Jay Lewis	Chief strategic officer	1 Dec 2002	Other	4702632
Steven James Warren	Chief technology officer	1 Dec 2002	Other	4702634
Sanders Morris Harris Inc.	Shareholder	1 Nov 2003	Other	20580
Llc Smh Myvest	Shareholder	1 Sep 2004	75% - 100%	76-0583569
Charles Jay Lewis	Chief executive officer	1 Sep 2004	Other	4702632
Steven James Warren	Chief operating officer	1 Sep 2004	Other	4702634
Paul Bergholm	Chief compliance officer	1 Oct 2004	Other	4993816
William Hamilton Harris	Shareholder & chairman	1 Feb 2005	75% - 100%	4702630
William Hamilton Harris	Shareholder & chairman	1 Mar 2005	75% - 100%	4702630
Cheryl Noriye	Chief compliance officer	1 Oct 2005	Other	4993816

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Sanders Morris Harris Group	Shareholder	1 Jul 1987	75% - 100%	76-0583569
Sanders Morris Harris Inc.	Manager/owner	1 Sep 2004	75% - 100%	20580

Based in San Francisco

The principal office where Myvest Corporation performs its advisory services is located at 90 New Montgomery, Suite 250, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-284-2767 or by fax 415-369-9517. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.myvest.com.