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
Geoffrey Thomas (CRD# 4629341) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.
Joel Thornton (CRD# 5512325) is an Investment Advisor Representative working at Invst, LLC in Lakeland, FL and has over 5 years of experience in the finance industry.