Accuvest Global Advisors (Walnut Creek)

Name: Accuvest Global Advisors
Address: 3100 Oak Road, Walnut Creek, CA, 94597
Telephone: 925-930-2882

Accuvest Global Advisors is a large advisory firm based in Walnut Creek. It manages $375.52 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alaska, California, Hawaii, and 3 other states.

Accuvest Global Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and research & consulting for other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Accuvest Global Advisors: assets under management

The assets under management (AUM) of Accuvest Global Advisors is $375.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and $290.97 million of the total AUM is attributable to clients outside of the United States.

The firm manages $375.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.1 million each.

Investments

The firm invests in exchange traded securities the most. They account for 63% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 20% of the firm’s portfolio. Investments in investment and business development companies form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Accuvest Global Advisors for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Accuvest Global Advisors serves?

The firm provides services to individuals, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Accuvest Global Advisors is pooled investment vehicles with 11 clients and $158.73 million of assets under management. Among the 7 most similar advisory firms, Accuvest Global Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $375.52 million for 121 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 25% of the firm’s clients are foreign persons or businesses.

Accuvest Global Advisors doesn't advise any private funds.

Careers at Accuvest Global Advisors

The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Accuvest Global Advisors is owned by Bradley Steven Jensen. David Matthew Allen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Jacob Garff	Ceo	1 Jan 2005	50% - 75%	2283418
Charles James Schaefer	President, chief compliance officer	1 Jan 2008	Other	2090985
David Matthew Allen	Chief compliance officer	1 Jan 2010	Other	5294586
Bradley Steven Jensen	Owner	1 Sep 2013	50% - 75%	1553845

Based in Walnut Creek

The principal office where Accuvest Global Advisors performs its advisory services is located at 3100 Oak Road, Walnut Creek, CA 94597, 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 925-930-2882 or by fax 925-930-2885. The normal business hours are 8am - 5:30pm on Monday - Friday. You can find more information about the New York firm at accuvest.com.