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Building 2INNOVA ADVISORS

Map pinCORAL GABLES, FL
Phone305-646-1557
NotebookSEC #801-125747
Total AUM
$264.8M
Employees
4
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 PONCE DE LEON BLVD.
SUITE 1180
CORAL GABLES
FL 33134
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
305-646-1557

ReceiptFinancials

Total AUM
$264.8M
Accounts
54
Discretionary
$284K
Accounts
4
Non-Discretionary
$264.5M
Accounts
50

ContactClients

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Individual Clients
26
AUM
$3.5M
HNW Individual Clients
2
AUM
$13.9M
Corporation or Business Clients
13
AUM
$247.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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