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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 $32,231,415,180 assets under management, offering retirement planning & investment advisory services to 53 clients. The firm is staffed with 47 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130099 |
| SEC# | 801-62689 |
| Assets Managed by Firm | $32,231,415,180 |
| No. of Clients | 53 |
| No. of Advisors | 47 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 53 | $32,231,415,180 |
| High net worth individuals | Fewer than 5 clients | $1,131,293,375 |
| Charitable organizations | 15 | $13,074,981,694 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
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| $24,381,015,458 | 94 | 27 | |
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