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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