Investamily, LLC

Investamily, LLC (CRD# 290204) is a financial advisory firm headquartered in , . They manage $2,800,000 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

http://www.investamily.com

By the Numbers

Total Assets Under Management

3

MILLION
Total Number of Accounts

8

ACCOUNTS
Average Account Value

$350,000

Compensation Options

A percentage of assets under your management
Hourly charges

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
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Investamily, LLC

Showing 1 - 2 of 2 top financial advisors.

Yi Zeng

CRD#: 6866852

Oak Park, CA

Yi Zeng (CRD# 6866852) is an Investment Advisor Representative working at Investamily, LLC in Oak Park, CA and has 1 year of experience in the finance industry.

Li Yu

CRD#: 7730088

2082 Business Center Dr, Ste 225, Irvine, CA 92612

Li Yu (CRD# 7730088) is an Investment Advisor Representative working at Investamily, LLC in Irvine, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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