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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith fusionMatrix summit +more
- Established Date
- 10-02-2020
- Office Locations
- 1
Office Locations
About Investry, LLC
Investry is an independent, fee-only RIA providing holistic financial planning for individuals and families, with a focus on aligning money with personal values and sustainable wealth. The firm offers an ongoing, relationship-based planning process, with investment management available but optional—there is no minimum investment and many client families don’t use portfolio management. Based in Scarsdale (NYC metro) and serves clients nationwide virtually.
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Owner & Executives
Prem G Hira
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7292296
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,628,907 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,628,907 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,628,907
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,042,142,174 | 25.9% |
| U.S. Government/Agency | $4,029,091,315 | 51.1% |
| Cash | $1,813,485,328 | 23.0% |
| Total | $7,884,718,817 | 100.0% |