INSTAVEST ADVISER, INC.
CRD #175057 SEC #801-81000 TAMPA, FL 617-515-0954
SEC Registered
Total AUM
$1.8M
Discretionary
$0
Employees
1
Clients
--
Accounts
373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $1.8M | $0 | $1.8M | 1 | 400 |
| Jun 2017 | $1.8M | $0 | $1.8M | 1 | 400 |
| Mar 2017 | $1.8M | $0 | $1.8M | 1 | 400 |
| May 2016 | $1.8M | $0 | $1.8M | 1 | 400 |
| Feb 2016 | $1.8M | $0 | $1.8M | 1 | 400 |
DateSep 2017
Total AUM$1.8M
Discretionary$0
Non-Disc.$1.8M
Employees1
Clients400
DateJun 2017
Total AUM$1.8M
Discretionary$0
Non-Disc.$1.8M
Employees1
Clients400
DateMar 2017
Total AUM$1.8M
Discretionary$0
Non-Disc.$1.8M
Employees1
Clients400
DateMay 2016
Total AUM$1.8M
Discretionary$0
Non-Disc.$1.8M
Employees1
Clients400
DateFeb 2016
Total AUM$1.8M
Discretionary$0
Non-Disc.$1.8M
Employees1
Clients400