Invst is an investment advisor in Indianapolis with $1.02 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
811661697
SEC advisor number
801-107265
FINRA CRD number
282863
AUM ?
$1.35 bn
(as of 29 Mar 24)
Accounts
5,139
(as of 29 Mar 24)
Employees
70
(40 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
21 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
23 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
25 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21