$70.0K Total AUM
$70.0K Disc. AUM
-- 3Y CAGR
3 Employees
1 ADV. Clients
8 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
-- Fort Washington PA
About THE Investment LAB, LLC
THE Investment LAB, LLC is a Fort Washington-based RIA. The firm has been operating for 8 years. Managing $70.0K in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$35.0K AVG AUM / ADVISOR
$70.0K AVG AUM / CLIENT
8.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
S
SCOTT PAUL VOLKERS
COMPLIANCE OFFICER, Managing Director, President, RESEARCH ANALYST
- CRD
- #6001353
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RYAN L KIRK
Advisor, President, RESEARCH ANALYST
- CRD
- #5687229
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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