INVST, LLC

INDIANAPOLIS, Indiana·3 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
3
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

3 registered advisors
Dipen Kishore Mehta
INDIANAPOLIS, Indiana
Lloyd Rives Easters
INDIANAPOLIS, Indiana
Scott Andrew Jarred
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
3 advisors

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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.