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INVESTED ADVISORS
366 Walker Drive
Suite 370
State College, Pennsylvania 16801
Tel: 814-235-2703
About INVESTED ADVISORS
INVESTED ADVISORS, formally registered with the SEC as INVESTED ADVISORS. The firm was established in 11/12/2020. They have over 1 offices throughout the country.
INVESTED ADVISORS is a State College, Pennsylvania based Financial Planning firm with nearly $226,182,547 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311243 |
| SEC# | 801-119770 |
| Assets Managed by Firm | $226,182,547 |
| No. of Clients | 606 |
| 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 606 | $226,182,547 |
| Individuals (other than high net worth individuals) | 209 | $47,785,934 |
| High net worth individuals | 53 | $136,757,342 |
| Pension and profit sharing plans | 15 | $40,447,468 |
| Charitable organizations | Fewer than 5 clients | $1,191,803 |
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|---|---|---|---|
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| $194,796,322,013 | 93301 | 411 |
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