Overview
Assets Under Management: $233 million
Headquarters: DES PLAINES, IL
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.04
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 123524
Last Filing Date: 2024-10-27 00:00:00
Website: https://invescollc.com