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INVERNESS GRAHAM INVESTMENTS, INC.

WAYNE, PA · CRD 157632 · IAPD ↗ · invernessgraham.com · 610-722-0300

$1.57BRegulatory AUM
19Advisory reps
36Employees
0Clients
n/aPlanning clients
29Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2024 — INVERNESS GRAHAM INVESTMENTS, INC. moved its main office from NEWTOWN SQUARE, PA to WAYNE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2024 — INVERNESS GRAHAM INVESTMENTS, INC. crossed $1B in regulatory AUM ($918.1M -> $1.31B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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