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Building 2INNOVATIVE PORTFOLIOS LLC

Map pinINDIANAPOLIS, IN
Phone317-689-6450
NotebookSEC #801-106812
Total AUM
$784.6M
Employees
14
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8801 RIVER CROSSING BLVD
SUITE 100
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:30 A.M. - 5 P.M. EST
Monday - Friday
Phone
317-689-6450

ReceiptFinancials

Total AUM
$784.6M
Accounts
974
Discretionary
$784.3M
Accounts
971
Non-Discretionary
$313.3K
Accounts
3

ContactClients

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Investment Company Clients
2
AUM
$33.1M
Pooled Vehicle Clients
1
AUM
$4.9M
Investment Advisor Clients
5
AUM
$746.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
INTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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