Invst, LLC

Invst, LLC (CRD# 282863) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,347,246,943 in 5,139 accounts and serve the financial needs of clients across 41 states (or territories).

Current Firm Details
3625 E 96th St, Indianapolis, IN 46240
http://www.twitter.com/investllc
By the Numbers
  • Total Assets Under Management
    1,347
    MILLION
  • Total Number of Accounts
    5,139
    ACCOUNTS
  • Average Account Value
    $262,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Invst, LLC
Showing 31 - 32 of 32 top financial advisors.
31
Geoffrey Thomas, financial advisor Indianapolis IN
Geoffrey K. Thomas
CRD#: 4629341
3625 E 96th St, Indianapolis, IN 46240

Geoffrey Thomas (CRD# 4629341) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 12 years of experience in the finance industry.

32
Joel Thornton, financial advisor Lakeland FL
Joel D. Thornton
CRD#: 5512325
120 East Pine Street Suite 9, Lakeland, FL 33801

Joel Thornton (CRD# 5512325) is an Investment Advisor Representative working at Invst, LLC in Lakeland, FL and has over 4 years of experience in the finance industry.

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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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