ACCUVEST GLOBAL Overview
Accuvest Global Advisors is an investment advisor that manages 305.8 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/10 to 09/30/21. The fund's latest filing disclosed 212MM in positions, representing 69% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 09/30/21. The fund's latest filing disclosed 212MM in positions, representing 69% of the manager's regulatory AUM.
ACCUVEST GLOBAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ACCUVEST GLOBAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.17% | ETF | 8.9% | -0.01% | 0 | 13% | ||
| RH | 4.53% | Cons. Disc. | -4.69% | -1.11% | 0 | 8% | ||
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FEATURED IN
ACCUVEST GLOBAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David J. Garff | Ceo | January-2005 |
| David M. Allen | Chief Compliance Officer | January-2010 |
| Bradley S. Jensen | Owner | September-2013 |
ACCUVEST GLOBAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ACCUVEST GLOBAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss.......................................................... 9
Item 9. ...
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ACCUVEST GLOBAL Portfolio Concentration
ACCUVEST GLOBAL Location
3100 OAK ROAD
SUITE 380
WALNUT CREEK, California
UNITED STATES, 94597
SUITE 380
WALNUT CREEK, California
UNITED STATES, 94597
ACCUVEST GLOBAL Contact Information
Phone Number: 925-930-2882
Fax Number: 925-930-2885
Website: http://www.accuvest.com
Fax Number: 925-930-2885
Website: http://www.accuvest.com
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