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INVERLOCHY CAPITAL, INC.
Investment Advice
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Assets Under Management
$36.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 30.5M |
| Non-Discretionary | 6.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 132253 |
| SEC Number | 801-78014 |
| Phone | 705-887-6953 |
| Fax | 705-887-5938 |
| Total Employees | 5 |
Client Count by Type (26 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 14 |
| Individuals (other than H… | 11 |
| Pension/Profit Sharing Pl… | 1 |
County data not available for this organization.