1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INNOVATION X ADVISORS

Map pinROCKVILLE, MD
Phone2402231988
NotebookSEC #801-126051
Total AUM
$4.5B
Employees
4
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1445 RESEARCH BLVD.
SUITE 530
ROCKVILLE
MD 20850
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
2402231988
Other Offices
1

ReceiptFinancials

Total AUM
$4.5B
Accounts
19
Discretionary
$4.5B
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
19
AUM
$4.5B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account