3625 E 96th St
Indianapolis, Indiana 46240
Tel: 317-202-1891
INVST, LLC, formally registered with the SEC as INVST, LLC. The firm was established in 02/16/2016. They have over 9 offices throughout the country.
INVST, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $1,347,246,943 assets under management, offering retirement planning & investment advisory services to 5139 clients. The firm is staffed with 62 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282863 |
SEC# | 801-107265 |
Assets Managed by Firm | $1,347,246,943 |
No. of Clients | 5139 |
No. of Advisors | 62 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5139 | $1,347,246,943 |
Individuals (other than high net worth individuals) | 3729 | $505,944,953 |
High net worth individuals | 229 | $577,998,577 |
Pension and profit sharing plans | 78 | $263,303,413 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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