Invesmart Advisors Inc is a large advisory firm based in Pittsburgh. It manages $3.2 billion of regulatory assets for 1,462 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Invesmart Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invesmart Advisors Inc is $3.2 billion. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Invesmart Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Richard Gensheimer has been acting as President since 1 Apr 2000. Charles Tracy Mcgortey joined the executive team most recently as the Chief Compliance Officer.
The principal office where Invesmart Advisors Inc performs its advisory services is located at Six Penn Center West, Pittsburgh, PA 15276, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-249-3200 or by fax 412-249-3242. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.invesmart.com.