INNOVATIVE FAMILY OFFICE LLC
SEC Form ADV profile.
Total regulatory AUM
$65,815,282
Discretionary
$65,815,282
Non-discretionary
$0
Firm details
- CRD number
- 329496
- SEC file number
- 801-129455
- Main office
- SOMERS, NY, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.innovativefo.com/
- Fee structure
-
Percentage of AUM
As of May 2026.