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INVESTMENTS PLUS LLC
CRD 306040
200 W. HWY 6, SUITE 611, WACO, TX, 76712, United States
Phone
254-715-7990
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$21.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2021-08-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $12.0M |
| High net worth individuals | 2 | $9.0M |
All web addresses on file
Official SEC filing: View on IAPD