Investry, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,628,907
Clients
13
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$740,685
About
Investry, LLC is a state-registered independent investment adviser managing roughly $9.63 million in discretionary assets for a small client base (13). The firm provides discretionary portfolio management alongside project-based and ongoing comprehensive financial planning, and it also offers tax return preparation services coordinated with third-party accounting providers.
The firm generally implements client portfolios using a passive investment approach—constructing asset-class allocations with index mutual funds and ETFs—while incorporating fundamental and cyclical analysis to inform risk assessment and occasional security selection. Clients can request socially responsible strategies; when doing so the firm may build portfolios using ESG-focused funds or individually selected securities, relying on third‑party research and client-specific investment policy statements.
Noteworthy for a solo independent adviser of this size, the firm combines traditional planning and passive management with ancillary services such as tax preparation and the principal’s involvement in a privately managed family investment vehicle, arrangements disclosed in the brochure. The firm also discloses its custodial relationship that affords institutional support and certain soft-dollar benefits used to assist in servicing client accounts.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Project-Based Financial Planning fees range from $3,000 to $25,000 (negotiable); Upfront charge for Ongoing Comprehensive Financial Planning $5,000 - $10,000
1% of assets under management annually
$400 per hour (negotiable)
Ongoing Comprehensive Financial Planning monthly fees range from $400 to $3,000 (negotiable)
Account minimum: $100,000 (may be waived at the firm’s discretion)
Main office location
Investry, LLC
2 Overhill Road, Suite 400
Scarsdale NY 10583, United States
Number of offices
1
Most active in
Investry, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
914-721-6040
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