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INVESTRY, LLC

CRD 310803

Visit website

2 OVERHILL ROAD, SUITE 400, SCARSDALE, NY, 10583, United States

Phone

914-721-6040

Fax

Registration

— (—)

Source

State registered

Total AUM

$9.6M

Discretionary AUM

$9.6M

Team

1 total employees; 1 advisory reps; 9 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$639K
High net worth individuals5$9.0M

All web addresses on file

Official SEC filing: View on IAPD