Surevest, LLC info
Surevest, LLC (SEC CIK 1593842) first filed with the SEC on 2019-02-20 (Form 13F-HR) and has filed 16 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 1880 CENTURY PARK EAST, SUITE 1020, LOS ANGELES, CA, 90067.
- Name: Value Surevest, LLC.
- SEC CIK: Value 1593842.
- State of organization: Value —.
- Business address: Value 1880 CENTURY PARK EAST, SUITE 1020, LOS ANGELES, CA, 90067.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Surevest, LLC |
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| SEC CIK | 1593842 |
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| State of organization | |
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| Business address | 1880 CENTURY PARK EAST, SUITE 1020, LOS ANGELES, CA, 90067 |
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| Mailing address | 1880 CENTURY PARK EAST, SUITE 1020, LOS ANGELES, CA, 90067 |
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| Phone | 4802727116 |
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| Fiscal year end | December 31 |
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| Former names | Surevest Inc. (2019-02-20 to 2020-01-14) |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2019-02-20 (Form 13F-HR) |
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| Latest SEC filing | 2022-11-14 (Form 13F-HR) |
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| Filings on EDGAR | 16 |
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| First Form 13F-HR | 2019-02-20 (quarter ended 2018-12-31) |
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| Latest Form 13F-HR | 2022-11-14 (quarter ended 2022-09-30) |
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| Form 13F-HR filings | 16 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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