INVESTMENTS PLUS LLC

INVESTMENTS PLUS LLC of WACO, TX is an SEC-registered investment adviser (CRD 306040). Regulatory assets under management: $21.0M.

Registration

• CRD: 306040
• Type: Registered investment adviser
• Location: 200 W. HWY 6, SUITE 611, WACO, TX, 76712
• Phone: 254-715-7990
• Latest filing: 2021-08-06
• Regulatory AUM: $21.0M
• Discretionary AUM: $21.0M
• Clients: 1
• Accounts: 110

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 306040 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search