J.D.T. INC
Legal name: INVEST INC.
CRD #146357 SEC #801-122790 LEXINGTON, KY 859-268-9200
SEC Registered
Total AUM
$125.5M
Discretionary
$119.4M
Employees
5
Clients
0
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $125.5M | $119.4M | $6M | 5 | 265 |
| Feb 2024 | $108.8M | $101.5M | $7.3M | 5 | 255 |
| Mar 2023 | $101.6M | $101.6M | $0 | 5 | 205 |
| Feb 2022 | $103.3M | $92.7M | $10.5M | 3 | 195 |
| Jan 2022 | $103.3M | $92.7M | $10.5M | 3 | 195 |
| Dec 2021 | $103M | $92.4M | $10.5M | 3 | 195 |
| Nov 2021 | $103M | $92.4M | $10.5M | 3 | 195 |
| Nov 2021 | $103M | $92.4M | $10.5M | 3 | 195 |
| Nov 2021 | $103M | $92.4M | $10.5M | 3 | 195 |
| Nov 2021 | $103M | $92.4M | $10.5M | 3 | 195 |
DateJan 2025
Total AUM$125.5M
Discretionary$119.4M
Non-Disc.$6M
Employees5
Clients265
DateFeb 2024
Total AUM$108.8M
Discretionary$101.5M
Non-Disc.$7.3M
Employees5
Clients255
DateMar 2023
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees5
Clients205
DateFeb 2022
Total AUM$103.3M
Discretionary$92.7M
Non-Disc.$10.5M
Employees3
Clients195
DateJan 2022
Total AUM$103.3M
Discretionary$92.7M
Non-Disc.$10.5M
Employees3
Clients195
DateDec 2021
Total AUM$103M
Discretionary$92.4M
Non-Disc.$10.5M
Employees3
Clients195
DateNov 2021
Total AUM$103M
Discretionary$92.4M
Non-Disc.$10.5M
Employees3
Clients195
DateNov 2021
Total AUM$103M
Discretionary$92.4M
Non-Disc.$10.5M
Employees3
Clients195
DateNov 2021
Total AUM$103M
Discretionary$92.4M
Non-Disc.$10.5M
Employees3
Clients195
DateNov 2021
Total AUM$103M
Discretionary$92.4M
Non-Disc.$10.5M
Employees3
Clients195