Inversso, LLC
RIASEC Registered
Total AUM
$363K
Discretionary
$361K
100% of AUM
Avg account
$5.5K
Accounts
66
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 298821
- Registered since
- November 2, 2018
- Website
- inversso.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Inversso, LLC is a small, owner-managed investment adviser organized as an LLC and registered with the SEC in 2018. The firm focuses on portfolio management for individual clients and small businesses, serving primarily individual and family relationships. Its disclosed compensation includes a percentage-of-assets component alongside other fee arrangements. The adviser does not identify as an active ESG investor and is not flagged as a related adviser or pension consultant in its filings.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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