Investek Company
RIAState Registered
Total AUM
$10.9M
Discretionary
$10.9M
100% of AUM
Avg account
$174K
Accounts
63
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 124239
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.9%
- HNWI37.81%
- Investment Companies2.74%
- Charitable Organizations0.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investek Company is a privately held limited liability adviser that manages portfolios for individual and family clients as well as some institutional accounts. The firm charges fees based on a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses. It does not self-identify as an active ESG investor and is not set up as a capital allocator; its operations appear focused on discretionary portfolio management rather than consulting or pension services.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds50%
- Investment Grade Corp Bonds15%
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
- State & Local Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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