|
⚲
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| Intervest International Inc
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|
|
|---|---|
| CRD # | 111516 |
| SEC # | 801-66615 |
| CIK # | |
| AUM | $74.4 MM (2023-03-30) |
| Employees | 23 (100% Investors, 100% Brokers) |
| Phone | 719-592-9299 |
| Address | 1980 Dominion Way, Suite 202 Colorado Springs, CO 80918 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 609 | 70.1 |
| (b) Individuals (high net worth individuals) | 3 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 612 | 74.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 612 | 74.4 |
| Total | 612 | 74.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 74.4 | |
| Total | 612 | 74.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Cross Border Wealth LLC
✚
|
NY | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |
|
Amadeus Wealth Alternatives Inc
✚
|
NJ | 0.1 |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
Aventura Capital Management LLC
✚
|
FL | 0.1 |