Sustainvest Asset Management, LLC is a fee-only investment advisory firm devoted exclusively to sustainable and responsible investing. We work with our clients to align their financial goals with their values. As an independent and fiduciary investment firm, we are free from the conflicts and constraints that traditional brokers face and are fully committed to sustainable and impact investing. Our clients range from young investors who utilize our digital platform www.sustainfolio.com all the way to multi-million dollar family foundation, non-profit, trust accounts, and IRAs.
View Top Employees from Sustainvest Asset Management, LLCWebsite | http://www.sustainvest.com |
Revenue | $27 million |
Employees | 1 (0 on RocketReach) |
Founded | 2013 |
Address | 215 Western Ave Suite B, Petaluma, California 94952, US |
Phone | (707) 766-9480 |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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The Sustainvest Asset Management, LLC annual revenue was $27 million in 2024.
Sustainvest Asset Management, LLC is based in Petaluma, California.
The NAICS codes for Sustainvest Asset Management, LLC are [523, 5239, 52, 52393].
The SIC codes for Sustainvest Asset Management, LLC are [628, 62].