Invest/o - Registered Investment Advisors
Invest/o - Registered Investment Advisors (CRD# 156818) is a financial advisory firm headquartered in , . They manage $14,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$155,556
- 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
- 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
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.