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INVST, LLC

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

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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 StatusApproved
Firm CRD#282863
SEC#801-107265
Assets Managed by Firm$1,347,246,943
No. of Clients5139
No. of Advisors62

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 ClientsAUM
Firm Total5139$1,347,246,943
Individuals (other than high net worth individuals)3729$505,944,953
High net worth individuals229$577,998,577
Pension and profit sharing plans78$263,303,413

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