INNOVATION X ADVISORS

1445 Research Blvd.
Suite 530
Rockville, Maryland 20850
Tel: 2402231988

About INNOVATION X ADVISORS

INNOVATION X ADVISORS, formally registered with the SEC as INNOVATION X ADVISORS. The firm was established in 07/12/2022. They have over 2 offices throughout the country.

INNOVATION X ADVISORS is a Rockville, Maryland based Financial Planning firm with nearly $1,356,136,246 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322292
SEC#	801-126051
Assets Managed by Firm	$1,356,136,246
No. of Clients	15
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$1,356,136,246

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