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- Custodian
- ADP · Charles Schwab & Company · Community National Bank · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- FusionVital +more
- Established Date
- 02-01-2015
- Office Locations
- 1
Office Locations
About Invisor
Invisor is a Seneca, KS-based RIA providing personal wealth management and fiduciary financial planning, plus 401(k) retirement plan design and oversight for small and mid-sized employers. Portfolios emphasize asset allocation and active management, primarily using public funds with selective ETF and fixed income exposure. Custody includes Charles Schwab; operations use Orion.
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Owner & Executives
DONALD LAWRENCE LUEGER
President, TREASURER
- CRD
- --
- Ownership
- Less than 5%
JUSTIN FRANCIS LUEGER
Chief Compliance Officer, President
- CRD
- #6449233
- Ownership
- Less than 5%
Quantum bridge
Beacon glacier
- CRD
- #78860
- Ownership
- 25.6%
Showing 2 of 4 owners & executives
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Dominic Fullerton
--
- CRD
- #7631094
Hunter Steinlage
Associate Planner
- CRD
- #7983262
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,253,772 | $764,071 |
| Non-Discretionary | $8,289,791 | $518,112 |
| Total | $198,543,563 | $749,221 |
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Separately Managed Accounts
Total SMA Asset: $198,543,563
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $502,916,657 | 13.5% |
| U.S. Government/Agency | $1,117,592,572 | 30.0% |
| Cash | $1,020,734,549 | 27.4% |
| Equity - Exchange | $1,084,064,795 | 29.1% |
| Total | $3,725,308,573 | 100.0% |