Convexbeta Investments, LLC

Convexbeta Investments, LLC (CRD# 298019) is a financial advisory firm headquartered in , . They manage $14,084,607 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://convexbeta.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $704,230
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Convexbeta Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Harold Nachtrieb, financial advisor Hermosa Beach CA
Harold B. Nachtrieb
CRD#: 1091576
Hermosa Beach, CA

Harold Nachtrieb (CRD# 1091576) is an Investment Advisor Representative working at Convexbeta Investments, LLC in Hermosa Beach, CA and has over 38 years of experience in the finance industry.

2
Marc McClure, financial advisor Evergreen CO
Marc H. McClure
CRD#: 6730780
Evergreen, CO

Marc McClure (CRD# 6730780) is an Investment Advisor Representative working at Convexbeta Investments, LLC in Evergreen, CO and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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