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Building 2INVUS FINANCIAL ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-616-2555
NotebookSEC #801-73756
Total AUM
$16.2B
Employees
70
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 EAST 56TH STREET
20TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9AM - 6PM
Monday - Friday
Phone
212-616-2555

ReceiptFinancials

Total AUM
$16.2B
Accounts
37
Discretionary
$13.6B
Accounts
36
Non-Discretionary
$2.6B
Accounts
1

ContactClients

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Pooled Vehicle Clients
35
AUM
$8.8B
Other Clients
2
AUM
$7.4B
Description of Other Clients
ADVISORY SERVICES FOR SEPARATELY MANAGED ACCOUNTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISORY SERVICES FOR SEPARATELY MANAGED ACCOUNTS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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