Investology Inc.
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 130408
- Registered since
- August 30, 2024
- Website
- www.investologyinc.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals72%
- Pension & Profit Sharing Plans28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Investology Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm registered with the SEC in 2024. It charges clients on a percentage‑of‑AUM basis and serves both individual and family clients as well as institutional relationships. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm indicates it is not an active ESG investor and it does not operate as a capital allocator; it lists an industry affiliation with an accountant.
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1939 Roland Clarke Pl
- Time zone
- ET (UTC-5)
- Office locations
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