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INTERVEST LTD

CHEVY CHASE, MD · CRD 104614 · IAPD ↗ · intervestltd.com · 301-951-4455

$247.0MRegulatory AUM
2Advisory reps
5Employees
146Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — INTERVEST LTD reported RAUM up 27% ($147.8M -> $188.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.