1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INVESTED ADVISORS

Map pinSTATE COLLEGE, PA
Phone814-235-2703
NotebookSEC #801-119770
Total AUM
$268.3M
Employees
5
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
366 WALKER DRIVE
SUITE 370
STATE COLLEGE
PA 16801
United States
Operating Hours
9 - 5
Monday - Friday
Phone
814-235-2703
Other Offices
3

ReceiptFinancials

Total AUM
$268.3M
Accounts
639
Discretionary
$240.4M
Accounts
626
Non-Discretionary
$27.9M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
204
AUM
$46.1M
HNW Individual Clients
62
AUM
$175.9M
Pension/Profit Sharing Plan Clients
15
AUM
$44.5M
Charitable Organization Clients
2
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCNHPATNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account