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INVESTABLY LLC

CRD 315745

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2 BETHESDA METRO CENTER, SUITE 200, BETHESDA, MD, 20814, United States

Phone

410-348-1611

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$2.6M

Discretionary AUM

$2.6M

Team

1 total employees; 1 advisory reps; 13 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals11$2.5M
Pension/profit sharing plans2$134K
Charitable organizations1$6K

All web addresses on file

Official SEC filing: View on IAPD