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INVEST INC.

Tel: 859-268-9200
444 Lewis Hargett Circle, Ste 125

Lexington, Kentucky  40503

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INVEST INC.

INVEST INC. is a Lexington, Kentucky based financial advisory firm with nearly $103,275,363 in assets under management and provides investment advisory services for 503 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

146357

SEC#:

801-122790

No. of Clients:

503

Assets under Management

$103,275,363

No. of Advisors:

3

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