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).
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Total Assets Under Management1,347MILLION
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Total Number of Accounts5,139ACCOUNTS
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Average Account Value$262,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Todd Levine (CRD# 4308956) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 17 years of experience in the finance industry.
Brianna Madren (CRD# 6686584) is an Investment Advisor Representative working at Invst, LLC in Lafayette, IN and has over 7 years of experience in the finance industry.
Dyer McCabe (CRD# 4829245) is an Investment Advisor Representative working at Invst, LLC in New York, NY and has over 19 years of experience in the finance industry.
Jonathan McCarty (CRD# 4811946) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.
Dipen Mehta (CRD# 2993669) is an Investment Advisor Representative working at Protectio Investments in Edina, MN and has over 20 years of experience in the finance industry. Works with high networth individuals and financial advisors looking to provide better service to their clients. Listening, designing, implementing and executing improved investment operations, regulatory compliance, performance reporting, and portfolio management that will improve performance and reduce risk.
Deep knowledge of diversified global investment management along with strategic and operational expertise in hedging, risk management, tax management, alternative investing, socially responsible investing, volatility reduction and alpha generation. Relied on for expertise of portfolio management, investment operations, technology and compliance by financial advisors, banks, financial firms, investors, and institutions. Ability to customize strategies, develop innovative solutions and execute entire investment management process. Detail oriented data scientist and leader that uses technology and human interaction to help clients achieve goals.
With risk management more important than ever now. I am happy to confidentially talk to you if I can be a helpful connection for you.
David Mozeika (CRD# 4441724) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.
Amanda Oakley (CRD# 4961751) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 18 years of experience in the finance industry.
Joshua Peters (CRD# 5321503) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.
Kristina Rodriguez (CRD# 4656037) is an Investment Advisor Representative working at Invst, LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Matthew Santarsiero (CRD# 6236983) is an Investment Advisor Representative working at Invst, LLC in Red Bank, NJ and has over 7 years of experience in the finance industry.