Glovista Investments LLC

Glovista Investments LLC (CRD# 146382) is a financial advisory firm headquartered in Jersey City, NJ. They manage $806,152,769 in 489 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    806
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $1,648,574
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WI

Financial Advisors at Glovista Investments LLC
Showing 1 - 4 of 4 top financial advisors.
1
Darshan N. Bhatt
CRD#: 4257912
One Evertrust Plaza, 11th Floor, Jersey City, NJ 07302
96
Wealthminder
score

Darshan Bhatt (CRD# 4257912) is an Investment Advisor Representative working at Glovista Investments LLC in Jersey City, NJ and has over 14 years of experience in the finance industry.

2
Enrique Figueroa
CRD#: 2575310
1840 Gateway Drive, Suite 200, San Mateo, CA 94404
96
Wealthminder
score

Enrique Figueroa (CRD# 2575310) is an Investment Advisor Representative working at Glovista Investments LLC in San Mateo, CA and has over 21 years of experience in the finance industry. Enrique Figueroa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carlos M. Asilis
CRD#: 2574188
9100 South Dadeland Blvd., Suite 1500, Miami, FL 33156
93
Wealthminder
score

Carlos Asilis (CRD# 2574188) is an Investment Advisor Representative working at Glovista Investments LLC in Miami, FL and has over 16 years of experience in the finance industry.

4
Christopher M. Caruso
CRD#: 2456392
One Evertrust Plaza, 11th Floor, Jersey City, NJ 07302
93
Wealthminder
score

Christopher Caruso (CRD# 2456392) is an Investment Advisor Representative working at Glovista Investments LLC in Jersey City, NJ and has over 22 years of experience in the finance industry.

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