Investacorp Advisory Services Inc

Investment Advisor
in Carlsbad, CA
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About this Advisor

Gregg Himfar is an investment advisor who lives in Carlsbad, California. Currently a registered financial advisor at Investacorp Advisory Services Inc, they have accumulated 19 years of practice in the financial advisory industry. Himfar has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Himfar can act as an advisor in California. Himfar has gained experience at Prudential Investment Management Service, Investacorp, Inc and Investacorp Advisory Services Inc. Investacorp Advisory Services Inc is headquartered in Carlsbad, California, and has 120 other brick-and-mortar locations across the United States. As an advisor firm, Investacorp Advisory Services Inc oversees $2 billion in assets across 7,301 accounts and retains more than 265 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 6,681 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Investacorp Advisory Services Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

2131 Palomar Airport Road Suite 214
Carlsbad, CA 92011

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Investacorp Advisory Services Inc Brokerage Details

Total Assets Under Management


CA Average: $1,855,561,029
Total Number of Employees


CA Average: 62
Total Number of Accounts


CA Average: 2,474
Average Account Size


CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Gregg Himfar Work History

Gregg has 19 years of experience.

2009 - Present (10 years)

Investacorp Advisory Services Inc

1999 - Present (20 years)

Prudential Investment Management Service

1999 - Present (20 years)



Gregg Himfar has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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