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IOMNIVEST LLC
AUSTIN, TX
512 345 2545
SEC #801-111955Total AUM
$183.4K
Employees
2Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9111 JOLLYVILLE RD
STE 275
AUSTIN
TX 78759
United States
STE 275
AUSTIN
TX 78759
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
512 345 2545
Financials
Total AUM
$183.4K
Accounts
3Discretionary
$183.4K
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$183.4K
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.