INVESTIVIST, LLC
CRD #284303 SEC #801-108233 VANCOUVER, WA (888) 611-1317
SEC Registered
Total AUM
$11.4M
Discretionary
$11.4M
Employees
2
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2019 | $11.4M | $11.4M | $0 | 2 | 0 |
| Mar 2019 | $11.4M | $11.4M | $0 | 2 | 0 |
| Mar 2019 | $8.8M | $8.8M | $0 | 2 | 0 |
| Feb 2019 | $8.8M | $8.8M | $0 | 2 | 0 |
| May 2018 | $8.8M | $8.8M | $0 | 3 | 0 |
| Mar 2018 | $8.8M | $8.8M | $0 | 3 | 0 |
| Jan 2018 | $9M | $9M | $0 | 2 | 0 |
| Jul 2017 | $60K | $60K | $0 | 2 | 1 |
| Feb 2017 | $60K | $60K | $0 | 1 | 1 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 2 | 0 |
| Sep 2016 | $0 | $0 | $0 | 2 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
DateAug 2019
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$60K
Discretionary$60K
Non-Disc.$0
Employees2
Clients1
DateFeb 2017
Total AUM$60K
Discretionary$60K
Non-Disc.$0
Employees1
Clients1
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0