RIA Intel›Advisers›Pennsylvania›THE INVESTMENT LAB, LLC

THE INVESTMENT LAB, LLC

Advisory

Data as of Sep 7, 2022 · Source: SEC Form ADV

Rank in PA

#1,524

of 1,528 advisers by AUM

Average account

$35K

across 2 accounts

AUM per adviser

$35K

2 advisers

Source: SEC Form ADV. Figures as filed Sep 7, 2022.

Total AUM

$70K

Discretionary %

100%

Clients

—

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$70K

Discretionary AUM$70K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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BOON INVESTMENTS, INC.

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$87K

1777 CAPITAL, INC.

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+100.0% 1Y

THOMPSON CAPITAL MANAGEMENT, LLC

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