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Investek Company CRD 124239
$11.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Anaheim, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California State University | Los Angeles | CA | 04/2007 | 12/2017 |
| Investek | Anaheim | CA | 01/1993 | Present |
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