Accuvest Global Advisors

Accuvest Global Advisors (CRD# 134096) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $393,414,517 in 96 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $4,098,068
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, HI, TX

Financial Advisors at Accuvest Global Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Christopher S. Heyman
CRD#: 5287843
3100 Oak Road #380, Walnut Creek, CA 94597
96
Wealthminder
score

Christopher Heyman (CRD# 5287843) is an Investment Advisor Representative working at Accuvest Global Advisors in Walnut Creek, CA and has over 6 years of experience in the finance industry.

2
James P. Calhoun
CRD#: 5893864
3100 Oak Road, Suite 380, Walnut Creek, CA 94597
93
Wealthminder
score

James Calhoun (CRD# 5893864) is an Investment Advisor Representative working at Accuvest Global Advisors in Walnut Creek, CA and has over 5 years of experience in the finance industry.

3
David J. Garff
CRD#: 2283418
3100 Oak Road #380, Walnut Creek, CA 94597
93
Wealthminder
score

David Garff (CRD# 2283418) is an Investment Advisor Representative working at Accuvest Global Advisors in Walnut Creek, CA and has over 24 years of experience in the finance industry.

4
Dustin J. Blodgett
CRD#: 5953002
3100 Oak Road #380, Walnut Creek, CA 94597
90
Wealthminder
score

Dustin Blodgett (CRD# 5953002) is an Investment Advisor Representative working at Accuvest Global Advisors in Walnut Creek, CA and has over 3 years of experience in the finance industry.

5
John J. Stec
CRD#: 5901072
3100 Oak Road #380, Walnut Creek, CA 94597
90
Wealthminder
score

John Stec (CRD# 5901072) is an Investment Advisor Representative working at Accuvest Global Advisors in Walnut Creek, CA and has over 5 years of experience in the finance industry.

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