INVESTED ADVISORS

Tel: 814-235-2703 366 Walker Drive Suite 370 State College, Pennsylvania 16801

About INVESTED ADVISORS

INVESTED ADVISORS is a State College, Pennsylvania based financial advisory firm with nearly $226,182,547 in assets under management and provides investment advisory services for 606 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

311243

Firm SEC#:

801-119770

Assets Under Management:

$226,182,547

No. of Clients:

606

No. of Advisors:

5

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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