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Dipen Kishore Mehta

INVST, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
3625 E 96TH ST, INDIANAPOLIS, IN 46240CRD# 2993669Firm CRD# 282863
01

About

Dipen Kishore Mehta is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with INVST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVST, LLC
INVST, LLC
AUM
$1.3B
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at INVST, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 2993669
Firm CRD# 282863
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dipen Kishore Mehta offer?
Dipen Kishore Mehta specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Dipen Kishore Mehta's credentials?
Dipen Kishore Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dipen Kishore Mehta located?
Dipen Kishore Mehta is based in INDIANAPOLIS, Indiana, working with INVST, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Dipen Kishore Mehta charge for services?
Dipen Kishore Mehta's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan services-percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVST, LLC?
INVST, LLC has approximately 62 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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