Overview
Assets Under Management: $228 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 122
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.53
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,197
Discretionary Accounts: 1,194
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 168500
Last Filing Date: 2025-02-11 00:00:00
Website: https://myinnovawealth.com