← Tributary

INVSTR FINANCIAL LLC

LAREDO, TX · CRD 310075 · IAPD ↗ · invstr.com · 8334468787

$1.1MRegulatory AUM
2Advisory reps
2Employees
52329Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — INVSTR FINANCIAL LLC (LAREDO, TX) left the SEC roster (was $1.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
July 2024 — INVSTR FINANCIAL LLC moved its main office from SAN ANTONIO, TX to LAREDO, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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