INVESTMENT DEPT.

INVESTMENT DEPT. is an SEC-registered investment adviser (CRD 323653). Regulatory assets under management: $180K.

Registration

• CRD: 323653
• Type: Registered investment adviser
• Phone: (917) 310-8343
• Latest filing: 2026-05-20
• Regulatory AUM: $180K
• Non-discretionary AUM: $180K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

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 323653 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search