1445 Research Blvd.
Suite 530
Rockville, Maryland 20850
Tel: 2402231988
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 15 | $1,356,136,246 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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