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Building 2INNOVATIVE ADVISER SOLUTIONS, LLC

Map pinSEATTLE, WA
Phone206-832-1525
NotebookSEC #801-123597
Total AUM
$137.2M
Employees
10
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2212 QUEEN ANNE AVENUE NORTH
#931
SEATTLE
WA 98109
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
206-832-1525
Other Offices
2

ReceiptFinancials

Total AUM
$137.2M
Accounts
469
Discretionary
$137.2M
Accounts
469
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
173
AUM
$44.6M
HNW Individual Clients
34
AUM
$92.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNCNJNVNYOHSCWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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