Overview
Assets Under Management: $192 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 1
Average Client Assets: $3.4 million
Frequently Asked Questions
INNOVA ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318958), INNOVA ADVISORS is subject to fiduciary duty under federal law.
INNOVA ADVISORS is headquartered in MIAMI, FL.
INNOVA ADVISORS serves 1 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, INNOVA ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
INNOVA ADVISORS manages $192 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, INNOVA ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.78%
Average Client Assets: $3.4 million
Total Client Accounts: 8
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 318958
Filing ID: 1851632
Last Filing Date: 2024-03-21 17:07:00