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INVARIANT INVESTMENT MANAGEMENT
200 Grandview Avenue
Suite 103
Camp Hill, Pennsylvania 17011
Tel: (717) 317-9006
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 Status | Approved |
|---|---|
| Firm CRD# | 168772 |
| SEC# | 801-111716 |
| Assets Managed by Firm | $101,036,828 |
| No. of Clients | 607 |
| No. of Advisors | 8 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 607 | $101,036,828 |
| Individuals (other than high net worth individuals) | 225 | $66,389,476 |
| High net worth individuals | 23 | $34,647,352 |
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