INVESTEK COMPANY

INVESTEK COMPANY is an SEC-registered investment adviser (CRD 124239). Regulatory assets under management: $10.9M.

Registration

• CRD: 124239
• Type: Registered investment adviser
• Phone: 714-281-1360
• Latest filing: 2026-05-14
• Regulatory AUM: $10.9M
• Discretionary AUM: $10.9M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124239 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search