INNOVATIVE PORTFOLIOS LLC

8801 River Crossing Blvd
Suite 100
Indianapolis, Indiana 46240
Tel: 317-689-6450

About INNOVATIVE PORTFOLIOS LLC

INNOVATIVE PORTFOLIOS LLC, formally registered with the SEC as INNOVATIVE PORTFOLIOS LLC. The firm was established in 10/27/2015. They have over 1 offices throughout the country.

INNOVATIVE PORTFOLIOS LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $767,349,223 assets under management, offering retirement planning & investment advisory services to 1120 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281382
SEC#	801-106812
Assets Managed by Firm	$767,349,223
No. of Clients	1120
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1120	$767,349,223
Other investment advisers	6	$731,539,173

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