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INVARIANT INVESTMENT MANAGEMENT

200 Grandview Avenue
Suite 103
Camp Hill, Pennsylvania 17011
Tel: (717) 317-9006

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About INVARIANT INVESTMENT MANAGEMENT

INVARIANT INVESTMENT MANAGEMENT, formally registered with the SEC as INVARIANT INVESTMENT MANAGEMENT. The firm was established in 09/22/2017. They have over 5 offices throughout the country.

INVARIANT INVESTMENT MANAGEMENT is a Camp Hill, Pennsylvania based Financial Planning firm with nearly $101,036,828 assets under management, offering retirement planning & investment advisory services to 607 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168772
SEC#801-111716
Assets Managed by Firm$101,036,828
No. of Clients607
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total607$101,036,828
Individuals (other than high net worth individuals)225$66,389,476
High net worth individuals23$34,647,352

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