$500.0K Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
2 Employees
3 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-02-2011
- Office Locations
- 1
Office Locations
-- Marlin TX
About Investa Asset Management LLC
Investa Asset Management LLC is a Texas-based RIA providing fiduciary investment management and financial planning for individuals and families, with an emphasis on retirement income, tax planning, and legacy/charitable goals. Portfolios are predominantly ETF-based, and the firm publishes a free “Wisdom For All Investors” education digest. Custody includes Interactive Brokers and Merrill Lynch.
Team overview
-- AVG AGE
$250.0K AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DEREK JAMES HOGGETT
Manager
- CRD
- #823706
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MIKE DAVID PORE
Managing Partner
- CRD
- #5916590
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing