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INSTAVEST ADVISER, INC.
INSTAVEST ADVISER, INC.
TAMPA, Florida
·
2 registered advisors
·
CRD# 175057
SEC# 801-81000
617-515-0954
01
Firm Overview
AUM
$2M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
04
Advisors at INSTAVEST ADVISER, INC.
2 registered advisors
Saleem S. Khatri
SAN JOSE, California
CRD# 3251679
Zain Iqbal Allarakhia
MOUNTAIN VIEW, California
CRD# 5667343
05
Office Locations
MOUNTAIN VIEW, California
1 advisor
SAN JOSE, California
1 advisor
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Data sourced from SEC Form ADV filings. INSTAVEST ADVISER, INC. (CRD# 175057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.