Ivesta, LLC (CRD# 283729) is a financial advisory firm headquartered in , . They manage $3,000,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$600,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Deepa Lahoti (CRD# 5739481) is an Investment Advisor Representative working at Ivesta, LLC in Alpharetta, GA and has over 8 years of experience in the finance industry.