$353.5K Total AUM
$353.5K Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
2875 NE 191st Street ST STE 506 Aventura FL
About Openvest
Openvest is a retail-focused investment advisory app that lets investors fund an account (from $1,000) and choose actively managed strategies explained in plain English, with optional auto-invest and alerts. Pricing is a flat monthly subscription (as low as $5/month), and client assets are custodied and cleared at Interactive Brokers.
Team overview
-- AVG AGE
$353.5K AVG AUM / ADVISOR
$2.5K AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
J
Justin Adrian Kuyper
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Reena Kuyper
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,485 | $2,543 |
| Non-Discretionary | $0 | -- |
| Total | $353,485 | $2,543 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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