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Building 2INVISTA ADVISORS

Map pinMONTGOMERY, AL
Phone(334) 387-0094
NotebookSEC #801-107431
Total AUM
$443.5M
Employees
8
Clients
721

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 LEAVELL CIRCLE
MONTGOMERY
AL 36117
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
(334) 387-0094
Other Offices
2

ReceiptFinancials

Total AUM
$443.5M
Accounts
1,022
Discretionary
$280.6M
Accounts
943
Non-Discretionary
$163M
Accounts
79

ContactClients

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Individual Clients
417
AUM
$69.3M
HNW Individual Clients
223
AUM
$199.3M
Pension/Profit Sharing Plan Clients
65
AUM
$163M
Charitable Organization Clients
5
AUM
$2.7M
Corporation or Business Clients
11
AUM
$9.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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