Overview
Assets Under Management: $2.4 billion
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 12
Average Client Assets: $42 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.74
Average High-Net-Worth Client Assets: $42 million
Total Client Accounts: 3,940
Discretionary Accounts: 3,682
Non-Discretionary Accounts: 258
Regulatory Filings
CRD Number: 315312
Filing ID: 1939233
Last Filing Date: 2025-03-13 15:37:00
Website: https://invmgmt.com