Convexbeta Investments, LLC
Convexbeta Investments, LLC (CRD# 298019) is a financial advisory firm headquartered in , . They manage $14,084,607 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Convexbeta Investments, LLC
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$704,230
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO
Financial Advisors at Convexbeta Investments, LLC
1
Harold Nachtrieb (CRD# 1091576) is an Investment Advisor Representative working at Convexbeta Investments, LLC in Hermosa Beach, CA and has over 38 years of experience in the finance industry.
2
Marc McClure (CRD# 6730780) is an Investment Advisor Representative working at Convexbeta Investments, LLC in Evergreen, CO and has over 7 years of experience in the finance industry.
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