INTERVEST INTERNATIONAL, INC.
CRD #111516 SEC #801-66615 COLORADO SPRINGS, CO 719-592-9299
SEC Registered
Total AUM
$39.9M
Discretionary
$0
Employees
16
Clients
1
Accounts
356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $39.9M | $0 | $39.9M | 16 | 600 |
| Mar 2023 | $74.4M | $0 | $74.4M | 23 | 800 |
| Aug 2022 | $194.6M | $0 | $194.6M | 30 | 675 |
| Mar 2022 | $194.6M | $0 | $194.6M | 30 | 675 |
| Jul 2021 | $124.5M | $0 | $124.5M | 29 | 675 |
| Jul 2021 | $124.5M | $0 | $124.5M | 29 | 675 |
| Jun 2021 | $124.5M | $0 | $124.5M | 29 | 675 |
| Mar 2021 | $124.5M | $0 | $124.5M | 29 | 675 |
| Mar 2021 | $124.5M | $0 | $124.5M | 29 | 675 |
| Feb 2021 | $97.9M | $0 | $97.9M | 34 | 586 |
| Jun 2020 | $97.9M | $0 | $97.9M | 34 | 586 |
| Mar 2020 | $97.9M | $0 | $97.9M | 34 | 586 |
| Sep 2019 | $85.2M | $0 | $85.2M | 31 | 420 |
| Mar 2019 | $85.2M | $0 | $85.2M | 31 | 420 |
| Mar 2018 | $113.6M | $0 | $113.6M | 32 | 840 |
| Mar 2017 | $92.3M | $47.1M | $45.2M | 35 | 1,000 |
| Jan 2017 | $541.3M | $56.7M | $484.6M | 35 | 1,400 |
| Jul 2016 | $541.3M | $56.7M | $484.6M | 35 | 1,400 |
| Mar 2016 | $541.3M | $56.7M | $484.6M | 35 | 1,400 |
| Mar 2016 | $546.6M | $51.5M | $495.1M | 33 | 1,200 |
| Mar 2015 | $546.6M | $51.5M | $495.1M | 33 | 1,200 |
| Mar 2014 | $472.7M | $23M | $449.7M | 38 | 1,500 |
| Jan 2014 | $391.3M | $9.7M | $381.6M | 33 | 1,200 |
| Mar 2013 | $391.3M | $9.7M | $381.6M | 33 | 1,200 |
| Mar 2012 | $163.9M | $1.4M | $162.5M | 11 | 900 |
| Apr 2011 | $65.8M | $0 | $65.8M | -- | -- |
| Oct 2009 | $26.1M | $12.8M | $13.3M | -- | -- |
| Mar 2008 | $36.5M | $18.9M | $17.6M | -- | -- |
| May 2007 | $31.7M | $15.7M | $16M | -- | -- |
| May 2007 | $13M | $0 | $13M | -- | -- |
| Apr 2007 | $13M | $0 | $13M | -- | -- |
| Feb 2007 | $13M | $0 | $13M | -- | -- |
| Jan 2007 | $13M | $0 | $13M | -- | -- |
| Jan 2007 | $13M | $0 | $13M | -- | -- |
DateMar 2024
Total AUM$39.9M
Discretionary$0
Non-Disc.$39.9M
Employees16
Clients600
DateMar 2023
Total AUM$74.4M
Discretionary$0
Non-Disc.$74.4M
Employees23
Clients800
DateAug 2022
Total AUM$194.6M
Discretionary$0
Non-Disc.$194.6M
Employees30
Clients675
DateMar 2022
Total AUM$194.6M
Discretionary$0
Non-Disc.$194.6M
Employees30
Clients675
DateJul 2021
Total AUM$124.5M
Discretionary$0
Non-Disc.$124.5M
Employees29
Clients675
DateJul 2021
Total AUM$124.5M
Discretionary$0
Non-Disc.$124.5M
Employees29
Clients675
DateJun 2021
Total AUM$124.5M
Discretionary$0
Non-Disc.$124.5M
Employees29
Clients675
DateMar 2021
Total AUM$124.5M
Discretionary$0
Non-Disc.$124.5M
Employees29
Clients675
DateMar 2021
Total AUM$124.5M
Discretionary$0
Non-Disc.$124.5M
Employees29
Clients675
DateFeb 2021
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees34
Clients586
DateJun 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees34
Clients586
DateMar 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees34
Clients586
DateSep 2019
Total AUM$85.2M
Discretionary$0
Non-Disc.$85.2M
Employees31
Clients420
DateMar 2019
Total AUM$85.2M
Discretionary$0
Non-Disc.$85.2M
Employees31
Clients420
DateMar 2018
Total AUM$113.6M
Discretionary$0
Non-Disc.$113.6M
Employees32
Clients840
DateMar 2017
Total AUM$92.3M
Discretionary$47.1M
Non-Disc.$45.2M
Employees35
Clients1,000
DateJan 2017
Total AUM$541.3M
Discretionary$56.7M
Non-Disc.$484.6M
Employees35
Clients1,400
DateJul 2016
Total AUM$541.3M
Discretionary$56.7M
Non-Disc.$484.6M
Employees35
Clients1,400
DateMar 2016
Total AUM$541.3M
Discretionary$56.7M
Non-Disc.$484.6M
Employees35
Clients1,400
DateMar 2016
Total AUM$546.6M
Discretionary$51.5M
Non-Disc.$495.1M
Employees33
Clients1,200
DateMar 2015
Total AUM$546.6M
Discretionary$51.5M
Non-Disc.$495.1M
Employees33
Clients1,200
DateMar 2014
Total AUM$472.7M
Discretionary$23M
Non-Disc.$449.7M
Employees38
Clients1,500
DateJan 2014
Total AUM$391.3M
Discretionary$9.7M
Non-Disc.$381.6M
Employees33
Clients1,200
DateMar 2013
Total AUM$391.3M
Discretionary$9.7M
Non-Disc.$381.6M
Employees33
Clients1,200
DateMar 2012
Total AUM$163.9M
Discretionary$1.4M
Non-Disc.$162.5M
Employees11
Clients900
DateApr 2011
Total AUM$65.8M
Discretionary$0
Non-Disc.$65.8M
Employees--
Clients--
DateOct 2009
Total AUM$26.1M
Discretionary$12.8M
Non-Disc.$13.3M
Employees--
Clients--
DateMar 2008
Total AUM$36.5M
Discretionary$18.9M
Non-Disc.$17.6M
Employees--
Clients--
DateMay 2007
Total AUM$31.7M
Discretionary$15.7M
Non-Disc.$16M
Employees--
Clients--
DateMay 2007
Total AUM$13M
Discretionary$0
Non-Disc.$13M
Employees--
Clients--
DateApr 2007
Total AUM$13M
Discretionary$0
Non-Disc.$13M
Employees--
Clients--
DateFeb 2007
Total AUM$13M
Discretionary$0
Non-Disc.$13M
Employees--
Clients--
DateJan 2007
Total AUM$13M
Discretionary$0
Non-Disc.$13M
Employees--
Clients--
DateJan 2007
Total AUM$13M
Discretionary$0
Non-Disc.$13M
Employees--
Clients--