CV Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

19495 Biscayne Blvd Ste 808, Aventura, F...

Phone Number

(305) 358-5990

Revenue

$43.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
3
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1
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About CV Advisors

CV Advisors, LLC is a multi-family office based in Miami that manages over $14 billion in assets and advises on more than $20 billion. The firm employs a unique research-driven process and advanced proprietary technology to provide highly customized investment management services. Their multidisciplinary team focuses on building and monitoring portfolios tailored to the evolving financial needs of their clients. CV Advisors serves a global clientele, including family offices and institutions, and has been recognized as one of the top registered investment advisors in the country.Explore more
CV Advisors's Social MediaPopular SearchesCv AdvisorsCv Advisors LLCcv advisors llcOurSIC Code 62,628NAICS Code 52,523Show more

CV Advisors Org Chart

Ken Johnston, Chief Executive Officer & Senior Managing Partner at CV Advisors
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Chief Executive Officer & Senior Managing Par...

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AM
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Founding Partner, Managing Member and Chief F...

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David Sabo, Chief Technology Officer at CV Advisors
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Chief Technology Officer

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Chief of Staff

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CB
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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CV Advisors

$43.3M
51-200
Private
-
2009
Ken Johnston, Chief Executive Officer & Senior Managing Partner at CV Advisors
Ken JohnstonCEO & Senior Managing Partner
$16.4M
51-200
Private
-
1975
JM
Julie MbishopMutual Fund Chief Financial Officer & Principal
$15.9M
51-200
Private
-
1993
JL
Jason LilesSenior Vice President, Wealth Advisor
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.6M
11-50
Private
-
2006
JC
Janet CoombsFinancial Controller
$5.6M
51-200
Private
-
2016
TO
Tetsuo OchiManaging Partner and CEO Managing Partner and Country Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CV Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CV Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CV Advisors.

CV Advisors Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding CV Advisors

What is CV Advisors's official website?
CV Advisors's official website is www.cv-advisors.com
What is CV Advisors's Revenue?
CV Advisors's revenue is $43.3 Million
What is CV Advisors's SIC code?
CV Advisors's SIC: 62,628
What is CV Advisors's NAICS code?
CV Advisors's NAICS: 52,523
How many employees does CV Advisors have?
CV Advisors has 51-200 employees
What industry does CV Advisors belong to?
CV Advisors is in the industry of: Finance, Securities Trading
What is CV Advisors competition?
CV Advisors top competitors include: Greenwood Capital Associates, Octagon Credit Investors, Private Management Group, MCP Asset Management
What technology does CV Advisors use?
Some of the popular technologies that CV Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, F5 Silverline DDoS Protection
Who is the CFO of CV Advisors?
CV Advisors's CFO is Alexandre Mann
Who is the CTO of CV Advisors?
CV Advisors's CTO is David Sabo
How do I contact CV Advisors?
CV Advisors contact info: Phone number: (305) 358-5990 Website: www.cv-advisors.com
What does CV Advisors do?

CV Advisors, LLC is a multi-family office based in Miami that manages over $14 billion in assets and advises on more than $20 billion. The firm employs a unique research-driven process and advanced proprietary technology to provide highly customized investment management services. Their multidisciplinary team focuses on building and monitoring port... folios tailored to the evolving financial needs of their clients. CV Advisors serves a global clientele, including family offices and institutions, and has been recognized as one of the top registered investment advisors in the country.Read More

What are CV Advisors social media links?
CV Advisors Linkedin page
Is CV Advisors a public company?
CV Advisors is private company therefore does not currently have an official ticker symbol
See more information about CV Advisors

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