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INVERLOCHY CAPITAL, INC.

· CRD 132253 · IAPD ↗ · inverlochycapital.com · 705-887-6953

$44.4MRegulatory AUM
1Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2024 — INVERLOCHY CAPITAL, INC. reported RAUM up 38% ($24.8M -> $34.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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