Conservest Capital Advisors Inc
Legal Name: CONSERVEST CAPITAL ADVISORS INC
Full Contact Details
Other Info
Conservest Capital Advisors Inc is legally known as CONSERVEST CAPITAL ADVISORS INC. It is a PA Corporation. This firm has 7 employees, of which 5 are employees in advisory roles. It serves 230 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 30, 1993.
Conservest
Show Menu CONTACT USABOUT USPRINTABLE OVERVIEW Investment Architecture We Listen We Analyze We Customize We Educate We Build About Us"Smart Investment Strategies with Personalized Service" An Elegant Solution in a Complex and Changing World A Boutique Client Focused Firm A Proactive and Collab…
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
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