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INVESTOLOGY INC.

CRD 130408 · SEC 801-130627

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1939 ROLAND CLARKE PLACE SUITE 350, RESTON, VA, 20191, United States

Phone

703-429-1975

Fax

5713131815

Registration

— (—)

Source

State registered

Total AUM

$250.0M

Discretionary AUM

$180.0M

Team

5 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals350$180.0M
Pension/profit sharing plans100$70.0M

All web addresses on file

Official SEC filing: View on IAPD