Investable
Firm details
- Headquarters
- ,
- CRD number
- 333290
- Registered since
- November 22, 2024
- Custodians
- ALPACA SECURITIES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investable is organized as a corporation and is SEC-registered as of 2024. Its ownership is listed as individual and the firm serves individual and family clients, providing portfolio management tailored to individuals and small businesses. Fee arrangements include both a percentage-of-assets model and fixed fees. The adviser is active across multiple states and does not characterize itself as an ESG-focused allocator, a pension consultant, or a capital allocator.
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
2 of 2David Schenz
Chief Accounting OfficerCRD 5194336
Andrew Le
Co-Founder and Chief Investment OfficerCRD 5642668
Contacts
1 of 1Nicholas Schubert
CRD 7988271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations