Investa Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 157546
- Website
- investa.com
- Custodians
- INTERACTIVE BROKERS LLC, TASTYTRADE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Investa Asset Management LLC is a small, owner-operated registered investment advisor that focuses on equity-centered portfolio management and financial planning. The firm provides fee-based services through a mix of percentage-of-AUM and fixed-fee arrangements and lists portfolio management for individuals, small businesses and institutional/business clients among its activities. Its filings show a clear preference for exchange-traded equities as the primary allocation, while the firm also documents relationships with third-party managers across several alternative asset classes. The firm is not listed as an active ESG investor and does not report multi-state adviser status.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Derek Hoggett
Chief Investment Officer and Chief Compliance OfficerCRD 823706
Contacts
1 of 1
Mike Pore
Managing PartnerCRD 5916590
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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