Investry, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
2 Overhill Road, Suite 400
Scarsdale NY 10583
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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
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