CRD: 120645
Divi-Vest Advisors
Gladwyne, PA
6105272802
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-1991
- Office Locations
- 1
Office Locations
650 E. Swedesford Road, Suite 100 Wayne PA
About Divi-Vest Advisors
Divi-Vest Advisors is a Gladwyne-based RIA. The firm has been operating for 35 years. Managing $10.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$10.3M AVG AUM / ADVISOR
$646.8K AVG AUM / CLIENT
35.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Pathway vertex Crest
Investment Themes
Momentum
Investment Vehicles
Vertex
Services
Focus timber Alpha Ridge Eagle vertex
Owner & Executives
RICHARD BRENT BYRNE
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President, Secretary, TREASURER
- CRD
- #1010320
- Ownership
- 75% or more
(400) 266-3594
beacon.timber@quantumcapital.com
in linkedin.com/in/quantum-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,349,512 | $786,717 |
| Non-Discretionary | $0 | -- |
| Total | $10,349,512 | $786,717 |
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Separately Managed Accounts
Total SMA Asset: $10,349,512
Equity - Exchange:
29.7% Cash:
70.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,278,483,934 | 29.7% |
| Cash | $5,393,179,145 | 70.3% |
| Total | $7,671,663,079 | 100.0% |