INVEST-N-U, LLC

INVEST-N-U, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 146799). Regulatory assets under management: $72.0M.

Registration

• CRD: 146799
• SEC file number: 801-70223
• Type: Registered investment adviser
• Location: 4550 NORTH POINT PARKWAY, SUITE 250, ALPHARETTA, GA, 30022
• Phone: 678-533-6080
• Latest filing: 2011-07-07
• Regulatory AUM: $72.0M
• Discretionary AUM: $2.0M
• Non-discretionary AUM: $70.0M
• Clients: 1
• Accounts: 45

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 146799 on SEC IAPD (source of record)
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