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Home > Retirement Planners > wisconsin > waukesha > CAPITAL INNOVATIONS, LLC
CAPITAL INNOVATIONS, LLC
N19w24400 Riverwood Dr
Suite 350
Waukesha, Wisconsin 53188
Tel: 262-746-3100
About CAPITAL INNOVATIONS, LLC
CAPITAL INNOVATIONS, LLC, formally registered with the SEC as CAPITAL INNOVATIONS, LLC. The firm was established in 04/25/2011. They have over 1 offices throughout the country.
CAPITAL INNOVATIONS, LLC is a Waukesha, Wisconsin based Financial Planning firm with nearly $204,289,880 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145329 |
| SEC# | 801-72322 |
| Assets Managed by Firm | $204,289,880 |
| No. of Clients | 9 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $204,289,880 |
| High net worth individuals | Fewer than 5 clients | $1,085,561 |
| Other investment advisers | Fewer than 5 clients | $5,178,522 |
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