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Building 2INNOVATIVE FAMILY OFFICE LLC

Map pinSOMERS, NY
Phone(914) 427-8036
NotebookSEC #801-129455
Total AUM
$65.8M
Employees
8
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
361 ROUTE 202
SOMERS
NY 10589
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(914) 427-8036
Other Offices
7

ReceiptFinancials

Total AUM
$65.8M
Accounts
276
Discretionary
$65.8M
Accounts
276
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
263
AUM
$27.6M
HNW Individual Clients
13
AUM
$38.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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