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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $4,063
Compensation Options
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Instavest Adviser, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Saleem S. Khatri
CRD#: 3251679
4423 Fortan Court., Suite #112, San Jose, CA 95134
93
Wealthminder
score

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.

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