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INNOVA ADVISORS
1110 Brickell Avenue
Suite 802
Miami, Florida 33131
Tel: 305-646-1557
About INNOVA ADVISORS
INNOVA ADVISORS, formally registered with the SEC as INNOVA ADVISORS. The firm was established in 09/16/2022. They have over 1 offices throughout the country.
INNOVA ADVISORS is a Miami, Florida based Financial Planning firm with nearly $192,432,409 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318958 |
| SEC# | 801-125747 |
| Assets Managed by Firm | $192,432,409 |
| No. of Clients | 8 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $192,432,409 |
| High net worth individuals | 1 | $3,420,379 |
| Corporations or other businesses | 4 | $189,012,030 |
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