INVESTOLOGY INC.
CRD #130408 SEC #801-130627 RESTON, VA 703-429-1975
SEC Registered
Total AUM
$200M
Discretionary
$140M
Employees
5
Clients
10
Accounts
425
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $200M | $140M | $60M | 5 | 0 |
| Sep 2024 | $138M | $98M | $40M | 3 | 0 |
| Aug 2024 | $138M | $98M | $40M | 3 | 0 |
| Aug 2024 | $138M | $98M | $40M | 3 | 0 |
| Aug 2024 | $138M | $98M | $40M | 3 | 0 |
| Jun 2024 | $138M | $98M | $40M | 3 | 0 |
| Jun 2024 | $138M | $98M | $40M | 3 | 0 |
| Jun 2024 | $138M | $98M | $40M | 3 | 0 |
DateMar 2025
Total AUM$200M
Discretionary$140M
Non-Disc.$60M
Employees5
Clients0
DateSep 2024
Total AUM$138M
Discretionary$98M
Non-Disc.$40M
Employees3
Clients0
DateAug 2024
Total AUM$138M
Discretionary$98M
Non-Disc.$40M
Employees3
Clients0
DateAug 2024
Total AUM$138M
Discretionary$98M
Non-Disc.$40M
Employees3
Clients0
DateAug 2024
Total AUM$138M
Discretionary$98M
Non-Disc.$40M
Employees3
Clients0
DateJun 2024
Total AUM$138M
Discretionary$98M
Non-Disc.$40M
Employees3
Clients0
DateJun 2024
Total AUM$138M
Discretionary$98M
Non-Disc.$40M
Employees3
Clients0
DateJun 2024
Total AUM$138M
Discretionary$98M
Non-Disc.$40M
Employees3
Clients0