CVA FAMILY OFFICE, LLC

HTTPS://WWW.CVAFAMILYOFFICE.COM/ DENVER, CO Investment Advisor How do I update this listing?

CVA Family Office is based out of Denver. CVA Family Office is a large advisory firm with 59 clients and discretionary assets under management (AUM) of $299,129,743 (Form ADV from 2020-01-24). Their last reported 13F filing for Q4 2019 included $108,502,000 in managed 13F securities and a top 10 holdings concentration of 54.34%. CVA Family Office's largest holding is iShares Core S&P 500 ETF with shares held of 36,942. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.58%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

CVA FAMILY OFFICE, LLC
101 UNIVERSITY BLVD SUITE 400
DENVER CO    80206
Country: United States

Business Phone: 303-243-5619
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 59
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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