INVESTRY, LLC

INVESTRY, LLC of SCARSDALE, NY is an SEC-registered investment adviser (CRD 310803). Regulatory assets under management: $9.6M.

Registration

• CRD: 310803
• Type: Registered investment adviser
• Location: 2 OVERHILL ROAD, SUITE 400, SCARSDALE, NY, 10583
• Phone: 914-721-6040
• Latest filing: 2026-03-28
• Regulatory AUM: $9.6M
• Discretionary AUM: $9.6M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 310803 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search