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Investamily, LLC

Headquartered in OAK PARK, CA

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Firm Information

Investamily, LLC is a registered investment advisor located in [main office address]. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Investamily, LLC manages approximately $2.2 million in assets for 8 clients. The firm has 1 licensed agent, 2 investment advisor representatives, and 1 investment advisory function.

Investamily, LLC

$2.20M

Assets Under Management

7

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

INVESTAMILY, LLC has a total of 2 branch locations across the country.
location

OAK PARK, CA

location

Irvine, CA

Advisors at Investamily, LLC

View All 2 Advisors
Unclaimed
Li Yu

RA

Irvine, CA

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Unclaimed
Yi Zeng

CFA®, RA

OAK PARK, CA

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Disclosures

There are no public disclosures for Investamily, LLC.

Frequently Asked Questions (7)

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