I
CRD: 32238
Investmentpost Inc.
Martinez, GA
7062678813
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- --
- Platforms
- --
- Established Date
- 08-24-1993
- Office Locations
- 1
Office Locations
-- Martinez GA
About Investmentpost Inc.
Investmentpost Inc. is a Martinez-based RIA. The firm has been operating for 32 years. Managing $2.0M in total assets under management, with 2 advisory representatives. Services offered include Insurance.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
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Investment Themes
Optima horizon
Investment Vehicles
Harbor optima
Services
Ridge
Owner & Executives
BARRY STEVEN WHEELER
Advisor, Owner, President
- CRD
- #1157403
- Ownership
- 75% or more
(565) 380-5509
beacon.zenith@focuscapital.com
in linkedin.com/in/ember-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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