David
Garff

Accuvest Global Advisors, Inc

CRD#2283418
Investment Advisor
in Walnut Creek, CA

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About this Advisor

David Garff is a financial advisor based in Walnut Creek, California, working with Accuvest Global Advisors, Inc. David has previously held positions at Accuvest Global Advisors and Mosaic Group LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Utah. Currently, David is part of Accuvest Global Advisors, Inc, which operates out of Walnut Creek, California. The firm has 1 office and 6 employees. The firm manages assets totaling $518.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and other services. The fee structure at Accuvest Global Advisors, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3100 Oak Road #380
Walnut Creek, CA 94597

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Accuvest Global Advisors, Inc Brokerage Details

Total Assets Under Management

$517,953,758

CA Average: $693,624,108
Total Number of Employees

6

CA Average: 12
Total Number of Accounts

310

CA Average: 1,115
Average Account Size

$1,670,819

CA Average: $622,084

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Other

David Garff Work History

2020 - Present (4 years)

Mosaic Group LLC

2005 - Present (19 years)

Accuvest Global Advisors

Disclosures

Please visit the SEC profile of David Garff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Accuvest Global Advisors, Inc

Eric Clark
Walnut Creek, CA
James Calhoun
Provo, UT
Jens Jensen
Provo, UT
David Garff
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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