Openvest - Investment Advisers

About Openvest

Openvest Access LLC, which operates under the name Openvest, is an investment adviser headquartered in Aventura, Florida. It is one of the investment advisers in Florida in this directory. The registry lists regulatory assets under management of about $353.49 thousand and two employees. The firm describes itself as a technology-driven platform that gives individual investors access to professionally managed investment strategies. Investors select a strategy, and professionals manage and adjust it over time. Accounts can be opened with a minimum of $1,000, and the firm charges a flat monthly fee rather than a percentage of assets. Its offerings are described as diversified and built on data and research, and they include alternative investments and retirement accounts such as IRAs and 401(k)s. The firm's profile in the directory of US investment advisers reflects a small firm with a platform-based business model.

Key Facts

Assets Under Management

$353.49K

Employees

2

SEC File Number

801-132047