AMERIVEST ADVISORY CORP
CRD #108085 SEC #801-57475 NORTHAMPTON, MA 413-584-9988
SEC Registered
Total AUM
$44.9M
Discretionary
$32.3M
Employees
5
Clients
10
Accounts
425
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRADET, KELLY, ROBERT | I | PRESIDENT | E | Control |
| FRADET, KELLY, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FRADET, KELLY, ROBERT | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 22, 2002 REGISTERED
Notice Filings (2)
CT MA
Address
20 HAMPTON AVESTE 140
NORTHAMPTON, MA 1060
USA
Phone: 413-584-9988