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| Happy Holidays!! thanks for using AUM13F!! |
| Invisor Financial LLC
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| CRD # | 174890 |
| SEC # | 801-131874 |
| CIK # | |
| AUM | $167.3 M (2025-04-07) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 785-334-4100 |
| Address | 225 Main Street Seneca, KS 66538 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 20.6 |
| (b) Individuals (high net worth individuals) | 54 | 26.6 |
| (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 | 36 | 119.8 |
| (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 | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 167.3 |
| By Discretionary | ||
| Discretionary | 220 | 160.7 |
| Non-Discretionary | 15 | 6.5 |
| Total | 235 | 167.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.3 | |
| Total | 235 | 167.3 |
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|---|---|---|
|
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✚
|
FL | 0.2 |
|
Elite Retirement Group Inc
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|
Eastsound Capital Advisors LLC
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0.2 | |
|
Montgomery Financial Services LLC
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|
MD | 0.2 |
|
First Citizens Asset Management Inc
✚
|
NC | 0.2 |
|
Valued Retirements Inc
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|
TX | 0.2 |
|
Specialized Retirement Consultants LLC
✚
|
0.2 | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |