RIA Intel›Advisers›Arizona›CORVUS FINANCIAL LLC

CORVUS FINANCIAL LLC

Advisory

AZ

Data as of Aug 31, 2023 · Source: SEC Form ADV

Average account

$186K

across 1 accounts

AUM per adviser

$186K

1 advisers

Source: SEC Form ADV. Figures as filed Aug 31, 2023.

Total AUM

$186K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$186K

Discretionary AUM$0

Non-Discretionary AUM$186K

Discretionary %0%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

GLOBAL WEALTH PARTNERS, LLC

$150K

ENDURANCE PRIVATE INVESTMENTS MANAGER, LLC

$150K

B&E FINANCIAL, LLC

$230K

TRUE BLUE WEALTH, LLC

$110K

KERNS LEGACY PLANNING LLC

$277K

HANNLEY, JAMES P.

$95K

Get the full picture on CORVUS FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CORVUS FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans