INVESTED ADVISORS

RIASEC RegisteredEst. 2020
Total AUM
$268M
Discretionary
$240M
90% of AUM
Avg account
$420K
Accounts
639
Employees
5
Advisory reps
3

Firm details

Headquarters
STATE COLLEGE, Pennsylvania
CRD number
311243
Registered since
November 12, 2020
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

FINTRX

Overview

Invested Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm is owner-operated and serves a mix of individual and family clients as well as institutional relationships. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and the firm also operates an insurance brokerage. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 30%, Cash & Cash Equivalents 16%, Private Funds 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%49%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$65.8M in ETFs

Passive

91%

$60M

Active

1%

$5.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$5.1M51,5537.78%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth