ACCUVEST GLOBAL ADVISORS, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Utah, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	310	$518.0M
Non-Discretionary	0	$0
Total	310	$518.0M

Clients

Type	Number	RAUM
Individuals	4	$1.0M
HNW Individuals	21	$30.5M
Banking or thrift institutions	0	$0
Investment companies	1	$63.0M
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	1	$2.5M
State or municipal gov entities	0	$0
Other investment advisers	5	$3.8M
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$14.5M
Other	2	$402.6M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	79
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for investment companiesSelection of other advisers (including private fund managers)RESEARCH & CONSULTING FOR OTHER ADVISERS
Compensation	% of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number	801-68887
SEC ERA File Number	801-68887
SEC CIK Numbers	1497637
SEC CRD Numbers	134096
Legal Entity Identifier	None

Principal Office

3575 N. 100 E.
SUITE 350
PROVO
UT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic