Investa Asset Management LLC
Investa Asset Management LLC (CRD# 157546) is a financial advisory firm headquartered in , . They manage $1,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Investa Asset Management LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts2ACCOUNTS
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Average Account Value$500,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

Registered Investment Advisor
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.
TX
Financial Advisors at Investa Asset Management LLC
1
Mike Pore (CRD# 5916590) is an Investment Advisor Representative working at Investa Asset Management LLC in Marlin, TX and has over 5 years of experience in the finance industry.
2
Derek Hoggett (CRD# 823706) is an Investment Advisor Representative working at Investa Asset Management LLC in Marlin, TX and has over 38 years of experience in the finance industry.
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