Gregg
Himfar

Investacorp Advisory Services Inc

CRD#2674627
Investment Advisor
in Carlsbad, CA

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About this Advisor

Gregg Himfar is a financial advisor based out of Carlsbad, California, who has been in the industry for 20 years. Himfar is an advisor for Investacorp Advisory Services Inc. Over the course of their career, they have held roles at Prudential Investment Management Service, Investacorp, Inc and Investacorp Advisory Services Inc. Himfar has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Investacorp Advisory Services Inc is a firm based in Carlsbad, California. The investment advisory business has offices in 123 locations and a total of 270 financial advisors. It has $2 billion in total assets across its 7,016 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 7,016 accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually depend on the type of financial services offered. However, fee types charged by Investacorp Advisory Services Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

Disclosures

No

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

$2,386,972,126

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

270

CA Average: 62
Total Number of Accounts

7,016

CA Average: 2,474
Average Account Size

$340,218

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 21 years of experience.

2009 - Present (11 years)

Investacorp Advisory Services Inc

1999 - Present (21 years)

Prudential Investment Management Service

1999 - Present (21 years)

Investacorp,Inc

Disclosures

Gregg Himfar has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Investacorp Advisory Services Inc

Kenneth Garon
Newton Upper Falls, MA
Francis Vitellaro
Princeton, NJ
Michael Mundo
South Windsor, CT
Stephen Kilpatrick
Alpharetta, GA
Samuel Laneave
Richmond, VA
Christopher Fleurat
Birmingham, AL
Casey Odo
Glastonbury, CT
John Rousos
Charlotte, NC

This content was compiled from the SEC and FINRA.

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