Geovest Advisors Inc.
Geovest Advisors Inc. (CRD# 105906) is a financial advisory firm headquartered in Fairport, NY. They manage $121,471,090 in 268 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management121MILLION
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$453,250
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY
Financial Advisors at Geovest Advisors Inc.
No Advisor Found.
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