Overview
Assets Under Management: $2.0 billion
Headquarters: MIAMI, FL
High-Net-Worth Clients: 185
Average Client Assets: $1.6 million
Frequently Asked Questions
INVESTACORP ADVISORY SERVICES INC 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 #109011), INVESTACORP ADVISORY SERVICES INC is subject to fiduciary duty under federal law.
INVESTACORP ADVISORY SERVICES INC is headquartered in MIAMI, FL.
INVESTACORP ADVISORY SERVICES INC serves 185 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, INVESTACORP ADVISORY SERVICES INC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INVESTACORP ADVISORY SERVICES INC manages $2.0 billion in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, INVESTACORP ADVISORY SERVICES INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.85%
Average Client Assets: $1.6 million
Total Client Accounts: 7,301
Discretionary Accounts: 6,681
Non-Discretionary Accounts: 620
Regulatory Filings
CRD Number: 109011
Filing ID: 1172862
Last Filing Date: 2018-03-30 11:50:00