Instavest Adviser, Inc.
Instavest Adviser, Inc. (CRD# 175057) is a financial advisory firm headquartered in San Jose, CA. They manage $1,800,000 in 443 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts443ACCOUNTS
Average Account Value$4,063
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Saleem Khatri (CRD# 3251679) is an Investment Advisor Representative working at Instavest Adviser, Inc. in San Jose, CA and has over 15 years of experience in the finance industry.