INVST, LLC

INDIANAPOLIS, Indiana·5 registered advisors·CRD# 282863
SEC# 801-1072658317-202-1891
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
62
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVST, LLC

5 registered advisors
Dipen Kishore Mehta
INDIANAPOLIS, Indiana
Kelley Roberts
INDIANAPOLIS, Indiana
Lloyd Rives Easters
INDIANAPOLIS, Indiana
Nancy Cupp
LAWRENCEVILLE, New Jersey
Scott Andrew Jarred
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
4 advisors
LAWRENCEVILLE, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. INVST, LLC (CRD# 282863) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.