Invesmart Advisors Inc (Pittsburgh)

Name: Invesmart Advisors Inc
Address: Six Penn Center West, Pittsburgh, PA, 15276
Telephone: 412-249-3200

Invesmart Advisors Inc is a large advisory firm based in Pittsburgh. It manages $3.2 billion of regulatory assets for 1,462 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Invesmart Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Invesmart Advisors: assets under management

The assets under management (AUM) of Invesmart Advisors Inc is $3.2 billion. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Invesmart Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Invesmart Advisors Inc

Mark Richard Gensheimer has been acting as President since 1 Apr 2000. Charles Tracy Mcgortey joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Richard Gensheimer	Director	1 Apr 2000	Other	1029559
Nicola Battaglia	Treasurer	1 Apr 2000	Other	4346490
Inc. Invesmart	Parent company	1 Apr 2000	75% - 100%	25-1838406
Joseph Edward Britton	Director	1 Apr 2000	Other	2214032
Charles Howard Kennedy	Secretary	1 Nov 2000	Other	2648104
James Jacob Bartoszewicz	Director/president	1 Nov 2000	Other	2801043
Robert Craig Kirsch	Director	1 Jan 2001	Other	4432347
Kent Patrick Buckles	Director	1 Jan 2002	Other	1577425
Robert Michael Rossi	Secretary	1 Jun 2002	Other	2652604
Henry Kent Menz Baur	Ceo	1 Feb 2003	Other	2452917
James Jacob Bartoszewicz	Individual owner	1 Jan 2004	50% - 75%	2801043
Charles Howard Kennedy	President / chief compliance officer	1 Mar 2005	Other	2648104
Charles Tracy Mcgortey	Chief compliance officer	1 May 2005	Other	4219335

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Softbank Technology Ventures V	Shareholder	1 Jan 2000	25% - 50%	foreign
Ltd. Investor (Guernsey)	Shareholder	1 Aug 2000	25% - 50%	foreign

Based in Pittsburgh

The principal office where Invesmart Advisors Inc performs its advisory services is located at Six Penn Center West, Pittsburgh, PA 15276, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-249-3200 or by fax 412-249-3242. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.invesmart.com.