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 14 offices throughout the country.

INVST, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $961,070,072 assets under management, offering retirement planning & investment advisory services to 5008 clients. The firm is staffed with 59 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282863
SEC#	801-107265
Assets Managed by Firm	$961,070,072
No. of Clients	5008
No. of Advisors	59

Fee Structure

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

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5008	$961,070,072
Individuals (other than high net worth individuals)	2248	$364,488,144
High net worth individuals	157	$419,612,284
Pension and profit sharing plans	48	$176,969,644

Inquire with INVST, LLC

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