Conservest Capital Advisors Inc
Legal Name: CONSERVEST CAPITAL ADVISORS INC
Full Contact Details
Conservest Capital Advisors Inc
257 E. LANCASTER AVENUE, SUITE 205, WYNNEWOOD, PA
610-642-9588
610-642-9599
Other Info
Conservest Capital Advisors Inc, a Pennsylvania corporation with 7 employees, 5 of whom are in advisory roles, is an SEC-approved firm that has served 230 clients since its registration on July 30, 1993.
Conservest
skip to Main Content About Us Contact Us Printable Overview Investment Architecture We Listen We Analyze We Customize We Educate We Build Search Submit About Us "Smart Investment Strategies with Personalized Service" An Elegant Solution In a Complex and Changing World A Boutique Client Focused Firm …
Direct Owners
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BRUCE EUGENE KARDON
PRESIDENT owns 75% or more
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CHRISTINA FRANCESCA COPELAND
PRINCIPAL owns less than 5%
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DAVID JON LORINE
PRINCIPAL owns less than 5%
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PATRICK ANDREW CHISM
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $83,850k
- SELECT SECTOR SPDR $49,901k
- SPDR SERIES TRUST $46,541k
- SELECT SECTOR SPDR TR SBI HEALTHCARE $46,399k
- ISHARES TR CORE MSCI EAFE $41,985k
- SELECT SECTOR SPDR TR SBI CONS STPLS $34,782k
- SPDR S&P 500 ETF TR TR UNIT $30,568k
- ISHARES U S ETF TR $28,353k
- VANGUARD INDEX FDS REAL ESTATE ETF $26,411k
- ISHARES TR RUS 1000 ETF $23,968k