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INVEST INC.
J.D.T. INC
CRD 146357 · SEC 801-122790
444 LEWIS HARGETT CIRCLE, STE 125, LEXINGTON, KY, 40503, United States
Phone
859-268-9200
Fax
859-514-0370
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.7M
Discretionary AUM
$151.9M
Team
5 total employees; 5 advisory reps; 208 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 208 | $158.7M |
States served
KY
All web addresses on file
Official SEC filing: View on IAPD