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Home > Retirement Planners > virginia > charlottesville > INVESTURE, LLC
INVESTURE, LLC
240 W Main Street
Suite 500
Charlottesville, Virginia 22902
Tel: 434-220-0280
About INVESTURE, LLC
INVESTURE, LLC, formally registered with the SEC as INVESTURE, LLC. The firm was established in 01/20/2004. They have over 1 offices throughout the country.
INVESTURE, LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $30,621,255,853 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 130099 |
| SEC# | 801-62689 |
| Assets Managed by Firm | $30,621,255,853 |
| No. of Clients | 50 |
| No. of Advisors | 42 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 50 | $30,621,255,853 |
| High net worth individuals | Fewer than 5 clients | $1,040,340,548 |
| Charitable organizations | 14 | $12,627,385,731 |
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