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| Invstr Financial LLC
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|
|---|---|
| CRD # | 310075 |
| SEC # | 801-119582 |
| CIK # | |
| AUM | $1.1 MM (2024-06-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 833-446-8787 |
| Address | Northtown Professional Plaza Laredo, TX 78041 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52,329 | 1,118.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 52,329 | 1,118.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 52,329 | 1,118.9 |
| Total | 52,329 | 1,118.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,118.9 | |
| Total | 52,329 | 1,118.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alphanso Inc
✚
|
NY | 0.0 |
|
EKO Investments Inc
✚
|
NY | 0.0 |
|
Lloyd Tevis Investments LLC
✚
|
CA | 0.0 |
|
Coherence Finance Inc
✚
|
IL | 0.0 |
|
Focused Trading and Investments Inc
✚
|
NC | 0.0 |
|
Socialtraderai Inc
✚
|
DE | 0.0 |
|
401Harmony LLC
✚
|
TX | 0.0 |
|
Technical Management Group Inc
✚
|
OR | 0.0 |
|
Factorwave Inc
✚
|
IL | 0.0 |
|
Buckingham Asset Management Inc
✚
|
MO | 0.0 |