Investamily, LLC
Firm details
- Headquarters
- ,
- CRD number
- 290204
- Website
- www.investamily.com
- Custodians
- ETC BROKERAGE SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.92%
- Individuals23.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Investamily, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering financial planning and portfolio management for both individuals/small businesses and for business or institutional clients. Its service mix includes selecting outside managers and running educational seminars or workshops. Pricing is by percentage of assets under management and by hourly charges. The firm does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities50%
- Non-Exchange Traded Equities10%
- State & Local Bonds10%
- Non-Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
2 of 2Li Yu
InternCRD 7730088
Yi Zeng
Founder & Managing MemberCRD 6866852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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