$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 01-01-1993
- Office Locations
- 1
Office Locations
-- Anaheim CA
About Investek Company
InvesTek Management Services operates and manages apartment and townhome communities across Northwest Ohio, combining commercial and residential property management teams with resident-focused services. The firm supports leasing and resident experience through online tours, applications, maintenance surveys, and a SecureCafe portal for rent payments. Many communities are pet-friendly.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$238.0K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Unison
Technology
Pathway vital
Owner & Executives
A
AKBAR TORBAT
Economist, INVESTMENT ADVISOR
- CRD
- #2246523
- Ownership
- 75% or more
(253) 975-4242
vertex.optima@eaglecapital.com
in linkedin.com/in/pathway-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,950,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,950,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,650,000
U.S. Government/Agency:
10.3% Corporate - Investment Grade:
11.3% Equity - Exchange:
17.6% Equity - OTC:
11.5% Municipal Bonds:
14.7% Cash:
28.2% Corporate - Non-Investment Grade:
6.4% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $214,305,605 | 10.3% |
| Corporate - Investment Grade | $235,111,975 | 11.3% |
| Equity - Exchange | $366,192,102 | 17.6% |
| Equity - OTC | $239,273,249 | 11.5% |
| Municipal Bonds | $305,853,631 | 14.7% |
| Cash | $586,739,618 | 28.2% |
| Corporate - Non-Investment Grade | $133,160,765 | 6.4% |
| Total | $2,080,636,945 | 100.0% |