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INNOVA ADVISORS

1110 Brickell Avenue
Suite 802
Miami, Florida 33131
Tel: 305-646-1557

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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 StatusApproved
Firm CRD#318958
SEC#801-125747
Assets Managed by Firm$192,432,409
No. of Clients8
No. of Advisors5

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 ClientsAUM
Firm Total8$192,432,409
High net worth individuals1$3,420,379
Corporations or other businesses4$189,012,030

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