Invstr Financial LLC

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Assets, Funds, Holdings

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Invstr Financial LLC
CRD #310075
SEC #801-119582
CIK #
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone833-446-8787
AddressNorthtown Professional Plaza
Laredo, TX 78041
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($k)
120096072048024002009201420192025
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 52,329 1,118.9
(b) Individuals (high net worth individuals) 0 0.0
(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 52,329 1,118.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 52,329 1,118.9
Total 52,329 1,118.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,118.9
Total 52,329 1,118.9
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