RIA Intel›Advisers›Pennsylvania›INVERNESS GRAHAM INVESTMENTS, INC.

INVERNESS GRAHAM INVESTMENTS, INC.

Advisory

N·WAYNE, PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
-1.9%
3-Year CAGR
+11.4%
Employees
19
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.6B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees19
Investment Advisers36
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingFeb 9, 2012
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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