Investa Asset Management LLC
Investa Asset Management LLC (CRD# 157546) is a financial advisory firm headquartered in , . They manage $825,000 in 3 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 Accounts3ACCOUNTS
-
Average Account Value$275,000
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
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Investa Asset Management LLC
1
Derek Hoggett (CRD# 823706) is an Investment Advisor Representative working at Investa Asset Management LLC in Marlin, TX and has over 44 years of experience in the finance industry.
2
Mike Pore (CRD# 5916590) is an Investment Advisor Representative working at Investa Asset Management LLC in Marlin, TX and has over 11 years of experience in the finance industry.
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