Amervest Co Inc is a large advisory firm based in Los Angeles. It manages $281.8 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Amervest provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Amervest Co Inc is $281.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Amervest Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Alan Shihgar Lui has been acting as President since 1 Jan 1991. Wendy Wai Yee Cheung joined the executive team most recently as the Chief Operating Officer.
The principal office where Amervest Co Inc performs its advisory services is located at 800 West 6 Th Street, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-627-3650 or by fax 213-627-3735. The normal business hours are from 7:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.amervest.com.