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Accuvest Global Advisors, Inc. CRD 134096
$630M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3575 N. 100 E. Suite 350, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-17 |
| UT | RA | APPROVED | 2021-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accuvest Global Advisors | Provo | UT | 08/2020 | Present |
| Guidehouse Llp | Washington | DC | 06/2019 | 08/2020 |
| Tufts University | Somerville | MA | 07/2017 | 06/2019 |
| Georgetown University | Washington | DC | 01/2016 | 06/2017 |
MIG Inc. provides software, back office and accounting support to companies. Accuvest is a client of Mosaic Online for outsourced technology and accounting support. Mosaic Online and Accuvest are operationally independent and do not share any supervised persons. Mr. Jensen is an analyst of MIG Inc. and is expected to spend approximately 1% of his time in this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-12 |
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