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INVERLOCHY CAPITAL, INC.
CRD 132253 · SEC 801-78014
NY, United States
Phone
705-887-6953
Fax
705-887-5938
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$44.4M
Discretionary AUM
$36.4M
Team
5 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.2M |
| High net worth individuals | 17 | $31.2M |
| Pension/profit sharing plans | 1 | $8.0M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD