CRD: 140153
Investus Financial
Newport Beach, CA, 92660
9496451403
$72.6M Total AUM
$72.6M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2006
- Office Locations
- 1
Office Locations
-- Costa Mesa CA
About Investus Financial
Investus Financial is a Newport Beach-based RIA. The firm has been operating for 19 years. Managing $72.6M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
50 AVG AGE
$72.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Pioneer vital
Asset Classes
Signal delta
Client Personas
Legacy
Investment Themes
Crest pioneer
Investment Vehicles
Momentum fusion
Services
Optima Oak oak North Oak Radial harbor Wave Horizon foundation
Owner & Executives
HENK JEROOM PIETERS
Chief Compliance Officer, President
- CRD
- #5117173
- Ownership
- 75% or more
(457) 227-3388
quantum.optima@insightcapital.com
in linkedin.com/in/quantum-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,599,855 | $292,354 |
| Non-Discretionary | $0 | $167,325 |
| Total | $72,599,855 | $270,402 |
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Separately Managed Accounts
Total SMA Asset: $72,599,855
Public Funds:
37.5% Equity - Exchange:
31.9% Cash:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,183,546,688 | 37.5% |
| Equity - Exchange | $2,708,137,049 | 31.9% |
| Cash | $2,597,774,098 | 30.6% |
| Total | $8,489,457,835 | 100.0% |