Overview
Assets Under Management: $183 million
Headquarters: CAMP HILL, PA
High-Net-Worth Clients: 45
Average Client Assets: $2.2 million
Frequently Asked Questions
INVARIANT INVESTMENT MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168772), INVARIANT INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
INVARIANT INVESTMENT MANAGEMENT is headquartered in CAMP HILL, PA.
INVARIANT INVESTMENT MANAGEMENT serves 45 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, INVARIANT INVESTMENT MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
INVARIANT INVESTMENT MANAGEMENT manages $183 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, INVARIANT INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.17%
Average Client Assets: $2.2 million
Total Client Accounts: 762
Discretionary Accounts: 759
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 168772
Filing ID: 2056647
Last Filing Date: 2026-02-24 10:23:03