INVESTREAM

INVESTREAM is an SEC-registered investment adviser (CRD 324008). Regulatory assets under management: $398K.

Registration

• CRD: 324008
• Type: Registered investment adviser
• Phone: 240-889-1636
• Latest filing: 2026-03-30
• Regulatory AUM: $398K
• Non-discretionary AUM: $398K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, 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 324008 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search