Investably LLC

RIASEC Registered

Total AUM

$2.7M

Discretionary

$2.7M

100% of AUM

Avg account

$83.6K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 315745
Website: investably.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.2%
Individuals35.8%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investably LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for both individual & family and institutional clients, offering a mix of fee arrangements (percentage of AUM, hourly charges, and fixed fees). Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars/workshops. Investably reports it is not an active ESG investor and appears to operate on a single-state basis.