RIA Intel›Advisers›Utah›INVESTAR INC

INVESTAR INC

Advisory

SALT LAKE CITY, UT

Data as of Jan 30, 2002 · Source: SEC Form ADV

Total AUM

$40M

1-Year AUM Growth

-0.1%

3-Year CAGR

-0.0%

Employees

0

Assets Under Management

Total AUM$40M

Discretionary AUM$39M

Non-Discretionary AUM$877K

Discretionary %97.8%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record2

First FilingMar 19, 2001

Latest FilingJan 30, 2002

🔒 Full AUM trend chart and 2 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INVESTAR INC

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