Overview
Assets Under Management: $137 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 34
Average Client Assets: $2.7 million
Frequently Asked Questions
INNOVATIVE ADVISER SOLUTIONS, LLC 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 #289191), INNOVATIVE ADVISER SOLUTIONS, LLC is subject to fiduciary duty under federal law.
INNOVATIVE ADVISER SOLUTIONS, LLC is headquartered in SEATTLE, WA.
INNOVATIVE ADVISER SOLUTIONS, LLC serves 34 high-net-worth clients according to their SEC filing dated March 24, 2023. View client details ↓
According to their SEC Form ADV, INNOVATIVE ADVISER SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
INNOVATIVE ADVISER SOLUTIONS, LLC manages $137 million in client assets according to their SEC filing dated March 24, 2023.
According to their SEC Form ADV, INNOVATIVE ADVISER SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.53%
Average Client Assets: $2.7 million
Total Client Accounts: 469
Discretionary Accounts: 469
Regulatory Filings
CRD Number: 289191
Filing ID: 1704935
Last Filing Date: 2023-03-24 16:44:00