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INVISTA ADVISORS
350 Leavell Circle
Montgomery, Alabama 36117
Tel: (334) 387-0094
About INVISTA ADVISORS
INVISTA ADVISORS, formally registered with the SEC as INVISTA ADVISORS. The firm was established in 03/18/2016. They have over 3 offices throughout the country.
INVISTA ADVISORS is a Montgomery, Alabama based Financial Planning firm with nearly $462,356,039 assets under management, offering retirement planning & investment advisory services to 994 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282899 |
| SEC# | 801-107431 |
| Assets Managed by Firm | $462,356,039 |
| No. of Clients | 994 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 994 | $462,356,039 |
| Individuals (other than high net worth individuals) | 414 | $65,285,731 |
| High net worth individuals | 217 | $157,146,391 |
| Pension and profit sharing plans | 63 | $226,402,747 |
| Charitable organizations | 4 | $827,338 |
| Corporations or other businesses | 9 | $12,693,832 |
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