Accuvest Global Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3100 Oak Rd Ste 380, Walnut Creek, Calif...

Phone Number

(925) 930-2882

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
2
1
1
1

About Accuvest Global Advisors

Accuvest Global Advisors provides investment guidance to a diverse client base that includes institutions, financial advisors, and high net worth individuals, both in the U.S. and internationally. The firm specializes in navigating complex global capital markets by leveraging its global expertise to offer country-specific ETF investment strategies. Additionally, Accuvest offers a unique suite of iconic brand portfolios, focusing on U.S. large-cap investments. Their services are designed to help clients optimize their investment strategies in a dynamic market environment.Explore more
Accuvest Global Advisors's Social MediaPopular SearchesAccuvest Global Advisors LLCAccuvest Global AdvisorsAccuvestAccuvest LLCAccuvest Financial CorpSIC Code 62,628NAICS Code 52,523Show more

Accuvest Global Advisors Org Chart

DG
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Chief Executive Officer

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CE
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Portfolio Relationship Manager

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MR
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Portfolio Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Accuvest Global Advisors

<$5M
1-10
Private
<$5M
2005
$22.2M
11-50
Private
-
2009
JR
John ReaganChief Technology Officer
$8.6M
11-50
Private
<$5M
1988
JK
Jason KruglyVice President
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
1-10
Private
-
2012
CD
Carlos DiezFounder & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Accuvest Global Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Accuvest Global Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Accuvest Global Advisors.

Accuvest Global Advisors financials insights

Gather financial insights about Accuvest Global Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$139K

See All Accuvest Global Advisors's Financials Insights

Accuvest Global Advisors Tech Stack

A closer look at the technologies used by Accuvest Global Advisors

Accuvest Global Advisors News & Media

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Frequently Asked Questions Regarding Accuvest Global Advisors

What is Accuvest Global Advisors's official website?
Accuvest Global Advisors's official website is www.accuvest.com
What is Accuvest Global Advisors's Revenue?
Accuvest Global Advisors's revenue is <$5 Million
What is Accuvest Global Advisors's SIC code?
Accuvest Global Advisors's SIC: 62,628
What is Accuvest Global Advisors's NAICS code?
Accuvest Global Advisors's NAICS: 52,523
How many employees does Accuvest Global Advisors have?
Accuvest Global Advisors has 1-10 employees
What industry does Accuvest Global Advisors belong to?
Accuvest Global Advisors is in the industry of: Finance, Securities Trading
What is Accuvest Global Advisors competition?
Accuvest Global Advisors top competitors include: Evanson Asset Management, Richard Bernstein Advisors, Columbus Macro, Marketgrader Capital
What technology does Accuvest Global Advisors use?
Some of the popular technologies that Accuvest Global Advisors uses are: Squarespace Online Stores, Business Wire, Adobe Typekit, Microsoft 365
How do I contact Accuvest Global Advisors?
Accuvest Global Advisors contact info: Phone number: (925) 930-2882 Website: www.accuvest.com
What does Accuvest Global Advisors do?

Accuvest Global Advisors provides investment guidance to a diverse client base that includes institutions, financial advisors, and high net worth individuals, both in the U.S. and internationally. The firm specializes in navigating complex global capital markets by leveraging its global expertise to offer country-specific ETF investment strategies.... Additionally, Accuvest offers a unique suite of iconic brand portfolios, focusing on U.S. large-cap investments. Their services are designed to help clients optimize their investment strategies in a dynamic market environment.Read More

What are Accuvest Global Advisors social media links?
Accuvest Global Advisors Linkedin page
Is Accuvest Global Advisors a public company?
Accuvest Global Advisors is private company therefore does not currently have an official ticker symbol
See more information about Accuvest Global Advisors

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