Investifi Securities LLC

Overview

Investifi Securities LLC is organized as a limited liability company and registered with the SEC in 2018. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The snapshot indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available summary. Public disclosures in the FINTRX snapshot provide very limited detail on the firm’s business lines, fee schedules, client demographics, or day-to-day advisory activities. That lack of descriptive detail means there is minimal publicly available information about Investifi Securities’ target clients or how it positions its investment or advisory services.

Assets & Accounts

Location & Offices