Amivest Corp is a large advisory firm based in Melville. It manages $664.33 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, New York, and Pennsylvania.
Amivest Corp provides portfolio management for individuals and small businesses 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.
The assets under management (AUM) of Amivest Corp is $664.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Amivest Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel M Healy has been acting as President since 1 Jun 1998. Dean Tyler Jenks has served as the Chief Investment Officer since 1 Jul 1991. Capital One Financial Corporation joined the executive team most recently as the Sole Owner Of Applicant.
The principal office where Amivest Corp performs its advisory services is located at C/O North Fork Bank, Melville, NY 11747, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 631-577-3290 or by fax 631-577-2852. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.