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Building 2INVERLOCHY CAPITAL, INC.

Map pin
Phone705-887-6953
NotebookSEC #801-78014
Total AUM
$44.4M
Employees
5
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
705-887-6953
Other Offices
1

ReceiptFinancials

Total AUM
$44.4M
Accounts
67
Discretionary
$36.4M
Accounts
66
Non-Discretionary
$8M
Accounts
1

ContactClients

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Individual Clients
13
AUM
$5.2M
HNW Individual Clients
17
AUM
$31.2M
Pension/Profit Sharing Plan Clients
1
AUM
$8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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