| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Eugene Kardon Control | President | Over 75% | 1993 |
| Christina Francesca Copeland | Principal | Under 5% | 2016 |
| David Jon Lorine | Principal | Under 5% | 2018 |
Conservest Capital Advisors Inc reports $1.7 billion in regulatory assets under management on its Form ADV.
Conservest Capital Advisors Inc reports 6 employees.
Conservest Capital Advisors Inc is based in Wynnewood, PA and has been SEC-registered since 1993.
Conservest Capital Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 257 E. Lancaster Avenue, Suite 205, Wynnewood, PA 19096 |
| Phone | 610-642-9588 |
| Fax | 610-642-9599 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.72B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.72B |