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INVISOR
INVISOR FINANCIAL LLC
CRD 174890 · SEC 801-131874
225 MAIN STREET, SUITE 100, SENECA, KS, 66538, United States
Phone
785-334-4100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$198.5M
Discretionary AUM
$190.3M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $24.8M |
| High net worth individuals | 59 | $31.2M |
| Pension/profit sharing plans | 39 | $139.3M |
| Charitable organizations | 2 | $2.8M |
| Corporations/business entities | 2 | $411K |
States served
KS, NE
All web addresses on file
Official SEC filing: View on IAPD