Invista Advisors, AL — Investment Adviser | BuildTrust

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INVISTA ADVISORS

Investment AdviceMONTGOMERY, AL

Assets Under Management

$580.1M

Total AUM

Donut chart: Discretionary 256.9M, Non-Discretionary 323.2M
Category	Value
Discretionary	256.9M
Non-Discretionary	323.2M

Adviser Information

Field	Value
CRD Number	282899
SEC Number	801-107431
Street Address	350 LEAVELL CIRCLE
Location	MONTGOMERY, AL 36117
Country	United States
Phone	(334) 387-0094
Fax	(334) 387-0098
Total Employees	8

Client Count by Type (706 Total)

Horizontal bar chart: Individuals (other than H… 414, High Net Worth Individual… 216, Pension/Profit Sharing Pl… 63, Corporations/Businesses 9, Charitable Organizations 4
Category	Value
Individuals (other than H…	414
High Net Worth Individual…	216
Pension/Profit Sharing Pl…	63
Corporations/Businesses	9
Charitable Organizations	4