Invest/o - Registered Investment Advisors

Invest/o - Registered Investment Advisors (CRD# 156818) is a financial advisory firm headquartered in , . They manage $11,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Market timing services
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.


Financial Advisors at Invest/o - Registered Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
William J. Kuhn
CRD#: 5899238
Bend, OR

William Kuhn (CRD# 5899238) is an Investment Advisor Representative working at Invest/o - Registered Investment Advisors in Bend, OR and has 1 year of experience in the finance industry.

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