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Building 2INVARIANT INVESTMENT MANAGEMENT

Map pinCAMP HILL, PA
Phone(717) 317-9006
NotebookSEC #801-111716
Total AUM
$182.7M
Employees
7
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 GRANDVIEW AVENUE
SUITE 103
CAMP HILL
PA 17011
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Phone
(717) 317-9006
Other Offices
5

ReceiptFinancials

Total AUM
$182.7M
Accounts
762
Discretionary
$182.2M
Accounts
759
Non-Discretionary
$484K
Accounts
3

ContactClients

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Individual Clients
268
AUM
$73.7M
HNW Individual Clients
45
AUM
$97.1M
Corporation or Business Clients
1
AUM
$11.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFLINKYMDPA

HandshakeAffiliates

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

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