INTERVEST LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $247.0M |
| Discretionary | $131.5M53% of AUM |
| Non-Discretionary | $115.5M |
| Client Accounts | 339 |
| Avg Account Size | $728K |
| Employees | 5 |
| Peak AUM | $247.0MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $247M | +17.9% | +18.7% | +8.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $247.0M |
| Discretionary | $131.5M |
| Employees | 5 |
| Client Accounts | 339 |
| Client Range | 101-250 |
Contact & Location
Address
2 WISCONSIN CIRCLE
CHEVY CHASE MD 20815-7040
Phone
301-951-4455
Filing History
35 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$131M
53.2% of AUM
Non-Discretionary
$115M
46.8% of AUM
Disc. mix ▼ 7.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported