AdvizorPro

Investably LLC

Investably LLC. CRD 315745

Investably LLC logo

CRD: 315745

Investably LLC

Bethesda, MD, 20814
4103481611
www.investably.com
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist · Truist Bank
Clients
Retail and Institutional
Platforms
Vertex summitPeak atlas +more
Established Date
09-07-2021
Office Locations
1

Office Locations

2 Bethesda Metro Center Suite 200 Bethesda MD

About Investably LLC

Investably is a boutique fiduciary firm offering tax-smart wealth planning and investment management for founders and high earners. It coordinates investments, taxes, concentrated equity, real estate and legacy goals, building globally diversified portfolios across public and private markets with attention to asset location and tax-efficient withdrawal strategy. Founder Michelle Gordon holds the AIF® designation and appears as a national TV markets guest.

Team overview

44 AVG AGE
$2.6M AVG AUM / ADVISOR
$97.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

Full visibility includes strategy notes for vertex timber prime.
Unlock to see real insight on summit pathway.
See the complete signal summary connected to crest harbor.
Upgrade to reveal position-level detail across timber insight.
Request access to benchmark trends tied to matrix meridian.
Open the full profile to inspect shifts in summit pathway.
Unlock to see real insight on pioneer quantum atlas.
Request access to benchmark trends tied to glacier.

Accredited Investors

Momentum

Asset Classes

Fusion ember Vector Vital vertex Quantum glacier Quantum beacon Glacier Prime pathway Value Quantum

Client Personas

Horizon beacon Foundation Zenith foundation

Custodian

Optima Quantum Timber alpha Atlas catalyst Optima Capital eagle Zenith frontier Pioneer Legacy summit Foundation crest Insight horizon

Fund Managers

Delta

Investment Themes

Bridge horizon Peak Unison insight Pathway Zenith Legacy Ember summit

Investment Vehicles

Ember Crest Optima Legacy signal

Services

Vector Optima capital Atlas oak Foundation Vital Matrix oak Vital pathway Insight Zenith Momentum Element Vector

Technology

Optima vector Prime Optima Matrix

Owner & Executives

M

Michelle B Gordon

Chief Compliance Officer, Chief Executive Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#5608002
Ownership
75% or more
(339) 446-1387
glacier.vital@catalystcapital.com
in linkedin.com/in/foundation-crest

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,631,994 --
Non-Discretionary $0 --
Total $2,631,994 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $2,631,994

$2.6M Total SMA
Public Funds:
17.8%
Cash:
19.5%
Corporate - Investment Grade:
24.1%
U.S. Government/Agency:
31.8%
Municipal Bonds:
6.8%
Asset class Assets Assets %
Public Funds $1,024,469,874 17.8%
Cash $1,122,312,503 19.5%
Corporate - Investment Grade $1,387,063,144 24.1%
U.S. Government/Agency $1,830,232,696 31.8%
Municipal Bonds $391,370,514 6.8%
Total $5,755,448,731 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform