Overview
Assets Under Management: $200 million
Headquarters: RESTON, VA
Frequently Asked Questions
INVESTOLOGY 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 #130408), INVESTOLOGY INC. is subject to fiduciary duty under federal law.
INVESTOLOGY INC. is headquartered in RESTON, VA.
According to their SEC Form ADV, INVESTOLOGY INC. offers financial planning and portfolio management for individuals. View all service details ↓
INVESTOLOGY INC. manages $200 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, INVESTOLOGY INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 425
Discretionary Accounts: 325
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 130408
Filing ID: 1948866
Last Filing Date: 2025-03-03 10:08:00
Website: https://www.investologyinc.com