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 organized as an LLC and registered with the SEC in 2020. The firm is individually owned and serves both individual and family clients as well as institutional relationships. Its advisory scope emphasizes financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. Fees are billed through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not present itself as an active ESG investor. Its business model blends discretionary portfolio management with non-discretionary relationships and fee-for-service planning.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$78.4M in ETFs
91%
$71.5M
1%
$6.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB) | BlackRock | Passive | Muni National Short | $4.7M | 45,314 | 6.04% |
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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