David
Borowsky

Invariant Investment Management

CRD#5680824
Investment Advisor
in Camp Hill, PA

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About this Advisor

David Borowsky is a financial advisor operating out of Camp Hill, Pennsylvania with 9 years of relevant experience. Borowsky works at Invariant Investment Management. Over the course of their career, they have held roles at Team Financial Asset Management, LLC, Team Financial Managers, Inc, Invariant Real Estate I, Invariant Real Estate Ii, Invariant Real Estate Iii, Invariant Tax Services LLC and Invariant Investment Management LLC. Borowsky holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Pennsylvania. Invariant Investment Management is a business based out of Camp Hill, PA. The company has a total of eight people on staff. It oversees $87 million in total assets across its 588 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 588 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. Invariant Investment Management has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services are offered. However, fees billed by Invariant Investment Management likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 Grandview Avenue Suite 103
Camp Hill, PA 17011

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Invariant Investment Management Brokerage Details

Total Assets Under Management

$86,833,114

PA Average: $15,833,994,310
Total Number of Employees

8

PA Average: 41
Total Number of Accounts

588

PA Average: 3,342
Average Account Size

$147,675

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Borowsky Work History

David has been registered as a financial advisor for 9 years.*

2020 - Present (4 years)

Invariant Real Estate I

2020 - Present (4 years)

Invariant Real Estate Ii

2019 - Present (5 years)

Invariant Tax Services LLC

2014 - Present (10 years)

Invariant Investment Management LLC

2021 - 2022 (1 year)

Invariant Real Estate Iii

2011 - 2013 (2 years)

Team Financial Asset Management, LLC

2011 - 2013 (2 years)

Team Financial Managers, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Borowsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invariant Investment Management

David Borowsky
Camp Hill, PA
Charles Wise
York, PA
Gary Smith
Camp Hill, PA
Alexander Shorb
York, PA
Seth Arbogast
Camp Hill, PA
Joseph Demuro
Camp Hill, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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