INVST, LLC

3625 E 96th St
Indianapolis, Indiana 46240
Tel: 317-202-1891

About INVST, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

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

Firm Client Information

	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

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