Invariant Investment Corporation

Invariant Investment Corporation (CRD# 168772) is a financial advisory firm headquartered in , . They manage $40,478,918 in 381 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $106,244
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

PA

Financial Advisors at Invariant Investment Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Seth W. Arbogast
CRD#: 5070257
Lemoyne, PA
96
Wealthminder
score

Seth Arbogast (CRD# 5070257) is an Investment Advisor Representative working at Invariant Investment Corporation in Lemoyne, PA and has over 11 years of experience in the finance industry. Seth Arbogast has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David M. Borowsky
CRD#: 5680824
Lemoyne, PA
90
Wealthminder
score

David Borowsky (CRD# 5680824) is an Investment Advisor Representative working at Invariant Investment Corporation in Lemoyne, PA and has over 6 years of experience in the finance industry.

3
Joseph Demuro
CRD#: 1886826
Lemoyne, PA
86
Wealthminder
score

Joseph Demuro (CRD# 1886826) is an Investment Advisor Representative working at Invariant Investment Corporation in Lemoyne, PA and has over 28 years of experience in the finance industry. Joseph Demuro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.