The Investment Lab, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292852
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Investment Lab, LLC operates as a limited liability company focused on providing portfolio management services for both individuals and small businesses, as well as for larger institutions. The firm does not classify itself under a specific category and does not engage in capital allocation activities. Its fee structure is based on a percentage of assets under management, allowing for a straightforward pricing model for clients. The firm does not have a focus on ESG investments and is not a multi-state adviser, indicating a more localized approach to its advisory services.
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 2Scott Volkers
President and Chief Compliance OfficerCRD 6001353
Joseph Rizzello
CEO and ChairmanCRD 836780
Contacts
1 of 1
Ryan Kirk
Portfolio ManagerCRD 5687229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations