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Investa, Inc (Austin)


Investa, Inc is an adviser based in Austin. It manages $1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

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Investa provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investa: assets under management

The assets under management (AUM) of Investa, Inc is $1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investa, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Investa, Inc performs its advisory services is located at 7414 Napier Trl, Austin, TX 78729, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 512-767-8607 or by fax 512-767-8607. The normal business hours are 9:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.investa.com.


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