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Americavest Financial LLC (Fort Lauderdale)


Americavest Financial LLC is an adviser based in Fort Lauderdale. It manages $10 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

Americavest Financial provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Americavest Financial: assets under management

The assets under management (AUM) of Americavest Financial LLC is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Americavest Financial LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nelson Armando Garcia Owner/officer 1 Aug 2007 25% - 50% 1222459
Robert David Damigella Owner/officer 1 Aug 2007 25% - 50% 1309327

Based in Fort Lauderdale

The principal office where Americavest Financial LLC performs its advisory services is located at 350 E. Las Olas Boulevard, Fort Lauderdale, FL 33301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-226-5900 or by fax 954-226-5948. The normal business hours are 9:30 am - 4:00 pm on Monday - Friday.


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