INTERVEST INTERNATIONAL, INC.

1980 Dominion Way, Suite 202
Colorado Springs, Colorado 80918
Tel: 719-592-9299

About INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL, INC, formally registered with the SEC as INTERVEST INTERNATIONAL, INC. The firm was established in 04/18/2006. They have over 15 offices throughout the country.

INTERVEST INTERNATIONAL, INC. is a Colorado Springs, Colorado based Financial Planning firm with nearly $39,933,048 assets under management, offering retirement planning & investment advisory services to 356 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111516
SEC#	801-66615
Assets Managed by Firm	$39,933,048
No. of Clients	356
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SPLIT FEES FROM THIRD-PARTY MONEY MANAGERS OR RIAS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	356	$39,933,048
Individuals (other than high net worth individuals)	353	$34,745,435
High net worth individuals	3	$5,187,613

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