INVEST INC.

444 Lewis Hargett Circle, Ste 125
Lexington, Kentucky 40503
Tel: 859-268-9200

About INVEST INC.

INVEST INC, formally registered with the SEC as INVEST INC. The firm was established in 02/23/2022. They have over 1 offices throughout the country.

INVEST INC. is a Lexington, Kentucky based Financial Planning firm with nearly $125,471,911 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146357
SEC#	801-122790
Assets Managed by Firm	$125,471,911
No. of Clients	160
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	160	$125,471,911
Individuals (other than high net worth individuals)	255	$125,471,911

More Retirement Planning firms in Lexington, Kentucky:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Lexington, Kentucky

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.