SUREVEST INC.

https://www.linkedin.com/in/jennifer-jacobi-chfc%C2%AE-8502097/ PHOENIX, AZ How do I update this listing?

Surevest is based out of Phoenix. Surevest is a large advisory firm with 307 clients and discretionary assets under management (AUM) of $214,462,262 (Form ADV from 2019-01-22). Their last reported 13F filing for Q4 2018 included $126,665,000 in managed 13F securities and a top 10 holdings concentration of 32.23%. Surevest's largest holding is Vanguard FTSE All World Ex US ETF with shares held of 140,514. Whalewisdom has at least 1 13F filings

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12/31/2018

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12/31/2018

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SUREVEST WEALTH MANAGEMENT
2425 E. CAMELBACK ROAD SUITE 890
PHOENIX AZ    85016
Country: United States

Business Phone: 480-272-7116
Fax: 480-272-7118
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: AZ
Number of employees: 8
Other Business Activities: insurance broker or agent,,NOTARY
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 307
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

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SUREVEST INC.

ownership team - last updated 2018-05-24
Name Title Start Date Direct/Indirect % Ownership
LUNA, ROBERT, J CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO 01/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
SUREVEST INC. CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO direct 2002-01-01

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