Amervest Co Inc (Los Angeles)

Name: Amervest Co Inc
Address: 800 West 6 Th Street, Los Angeles, CA, 90017
Telephone: 213-627-3650

Amervest Co Inc is a large advisory firm based in Los Angeles. It manages $281.8 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Amervest provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Amervest: assets under management

The assets under management (AUM) of Amervest Co Inc is $281.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $281.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amervest Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Amervest Co Inc

Alan Shihgar Lui has been acting as President since 1 Jan 1991. Wendy Wai Yee Cheung joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Wai Kuen Cheung	Managing director	1 Jan 1983	75% - 100%	xxx-xx-xxxx
Avis Mun San Cheung	Secretary	1 Jan 1983	Other	4393023
Alan Shihgar Lui	Director	1 Jan 1991	Other	1931449
Peter Wai Kuen Cheung	Managing director	1 Jan 1993	75% - 100%	xxx-xx-xxxx
Louis F Moret	Director	1 Jan 1994	Other	1423158
Michael L Noel	Director	1 Jul 1997	Other	4393475
Robert T Bartlett	Director	1 Mar 1998	Other	4393477
Cornelius Pings	Director	1 Jul 2001	Other	4498879
Wendy Wai Yee Cheung	Chief operating officer	1 Jan 2003	Other	2665419

Based in Los Angeles

The principal office where Amervest Co Inc performs its advisory services is located at 800 West 6 Th Street, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-627-3650 or by fax 213-627-3735. The normal business hours are from 7:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.amervest.com.