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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest harbor
- Established Date
- 05-18-2004
- Office Locations
- 1
Office Locations
About Investology Inc.
Investology Wealth Management is an independent, fiduciary advisory firm (est. 2003) providing unbiased investment advice and financial planning focused on building and protecting client wealth, including retirement decisions. The team averages 20+ years of experience and emphasizes incentive alignment, transparency, and full disclosure. Primary custodian: Charles Schwab Advisor Services. Portfolios are implemented primarily via ETFs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMEEN MOHAMMAD ESTAITEYEH
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4177828
- Ownership
- 75% or more
AMR MOHAMMED ANWAR ALIAN
INVESTMENT ADVISOR, Partner
- CRD
- #4681273
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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OMAR HAZEM BARAKAT
--
- CRD
- #6638876
EHAB ALY SELIM
Certified Financial Planner
- CRD
- #4767866
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,000,000 | $514,286 |
| Non-Discretionary | $70,000,000 | $700,000 |
| Total | $250,000,000 | $555,556 |
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Separately Managed Accounts
Total SMA Asset: $250,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,173,334,435 | 100.0% |
| Total | $5,173,334,435 | 100.0% |