Overview
Assets Under Management: $32.2 billion
Headquarters: CHARLOTTESVILLE, VA
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.62
Total Client Accounts: 53
Discretionary Accounts: 37
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 130099
Last Filing Date: 2024-07-25 00:00:00
Website: https://investure.com