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Advisers in St. Thomas, VI

4 advisers in St. Thomas — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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DBA Seslia Securities2107 Crystal Gade #7a · St. Thomas, VI 00802 · (340) 776-0677 · Flat / fixed feesCRD 30624 · % of assets, Fixed fees · $50.5 million AUMState registeredNo commissions reportedInove Asset Management, L.L.C.50 Estate Thomas, Suite 201 · St. Thomas, VI 00802 · (800) 340-5020 · Financial planningCRD 157224 · % of assets, Hourly charges, Fixed fees · $1.5 million AUMState registeredNo commissions reportedOldenburg Investment ProfessionalsNorre Gade 40a & 40CA, 16 · St Thomas, VI 00802 · (850) 733-6758 · Financial planningCRD 168943 · % of assets · $4.0 million AUMState registeredNo commissions reportedSouthern Equity Advisors LLC5093 Dronningen's Gade, Suite 5 · St. Thomas, VI 00802 · (877) 240-9233 · Hourly feesCRD 330821 · % of assets, Hourly charges, Performance-based fees · $788.1 million AUMSEC registeredNo commissions reported
Talking to advisers in St. Thomas? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.