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Building 2INTERVEST INTERNATIONAL, INC.

Map pinCOLORADO SPRINGS, CO
Phone719-592-9299
NotebookSEC #801-66615
Total AUM
$39.9M
Employees
16
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1980 DOMINION WAY, SUITE 202
COLORADO SPRINGS
CO 80918
United States
Operating Hours
7:00AM - 4:00PM
Monday - Friday
Phone
719-592-9299
Other Offices
14

ReceiptFinancials

Total AUM
$39.9M
Accounts
356
Discretionary
$0
Accounts
0
Non-Discretionary
$39.9M
Accounts
356

ContactClients

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Individual Clients
353
AUM
$34.7M
HNW Individual Clients
3
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SPLIT FEES FROM THIRD-PARTY MONEY MANAGERS OR RIAS

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWV

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

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