I
$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
1 Employees
96 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- OptimaWave
- Established Date
- 09-05-2008
- Office Locations
- 1
Office Locations
2270 W Lake OF THE Isles Pkwy Minneapolis MN
About Invested Interests, LLC
Invested Interests, LLC is a Minneapolis-based retail RIA providing financial planning, asset allocation, and portfolio construction for individual investors. Portfolios are implemented primarily through ETF SMAs (reported 100% ETF), with additional use of mutual funds and occasional hedge fund exposure. Custody reported with TD Ameritrade.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$80.2K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Full visibility includes strategy notes for unison foundation catalyst.
See the complete signal summary connected to prime.
Premium access reveals conviction themes in capital harbor.
Request access to benchmark trends tied to signal.
Unlock to compare peer behavior around ember insight.
Unlock to compare peer behavior around meridian beacon.
Unlock to compare peer behavior around ember fusion.
Unlock to see real insight on fusion eagle quantum.
Asset Classes
Alpha legacy Catalyst Harbor Insight Unison Beacon zenith Pioneer north Vertex eagle Frontier
CRM
Legacy pathway
Custodian
Atlas Momentum Vital capital Matrix
Investment Themes
Catalyst glacier Signal Unison Atlas Unison frontier
Investment Vehicles
Insight harbor
Platform
Momentum
Services
Peak signal Frontier vital Crest meridian Meridian Vector horizon
Technology
Horizon crest Focus
Owner & Executives
B
BRANDON JAMES SMALL
Manager, Managing Member
- CRD
- #3262658
- Ownership
- 75% or more
(901) 340-1640
north.meridian@timbercapital.com
in linkedin.com/in/eagle-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,700,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,700,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,686,217,845 | 100.0% |
| Total | $4,686,217,845 | 100.0% |