Investment adviser · CRD 310075
INVSTR FINANCIAL LLC
Investment adviser filing (IA)
LAREDO, TX, United States · Form ADV filed Jun 27, 2024
- Regulatory AUM
- $1.12M Form ADV · Item 5.F
- Client accounts
- 52,329 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 52,329 | $1,118,922 | 100.0% |
Filing source
Form ADV 1875968 · Jun 27, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 27, 2024. View historical filings
Reported services
Individual portfolio management · Publication of newsletters · Security ratings
Compensation
Not reported in these imported fields
Principal office
NORTHTOWN PROFESSIONAL PLAZA, 6999 MCPHERSON ROADLAREDO, TX, 78041, United States
CRD 310075
Filing source
Form ADV 1875968 · Jun 27, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.