Invested Advisors
Firm details
- Headquarters
- State College, Pennsylvania
- CRD number
- 311243
- Registered since
- November 12, 2020
- Website
- www.weareinvested.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.56%
- Individuals17.17%
- Pension & Profit Sharing Plans16.58%
- Charitable Organizations0.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Invested Advisors is an independent registered investment adviser formed as a limited liability company and operating since 2020. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Invested Advisors does not identify as an active ESG investor in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities30%
- Cash & Cash Equivalents16%
- Private Funds2%
- US Government Bonds1%
Owners & executives
1 of 1
Lauren Gretchen
Chief Compliance OfficerCRD 2690894
Contacts
2 of 2
Kristen Coombs
Founder and Financial AdvisorCRD 4270127
Blair Hefkin
Financial AdvisorCRD 7072873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$76.3M in ETFs
91%
$69.6M
1%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $5.2M | 53,037 | 6.88% |
Location
State College, PA
Centre
Location
State College, PA
Headquartered in State College, PA, anchoring the State College-DuBois, PA metro in the Northeast.
- Metro area
- State College-DuBois, PA
- Region
- Northeast
- County
- Centre
- Address
- 366 Walker Dr
- Time zone
- ET (UTC-5)
- Office locations
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