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INNOVATION X ADVISORS

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

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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 StatusApproved
Firm CRD#322292
SEC#801-126051
Assets Managed by Firm$1,356,136,246
No. of Clients15
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total15$1,356,136,246

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