Innovative Adviser Solutions, LLC
Innovative Adviser Solutions, LLC is an SEC-registered mass-market adviser with $137.2M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Innovative Adviser Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289191, data through 2023-03-24.
- AUM (assets under management / regulatory AUM)
- $137.2M (2023-03-24)
- Firm type
- Mass-Market Adviser
- Employees
- 10
- Clients
- 207
- CRD
- 289191
- Ownership
- SALISBURY, JOANNE, MAUREE; RILEY, EDWARD, KING
How much AUM does Innovative Adviser Solutions, LLC have?
Innovative Adviser Solutions, LLC reported $137.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-03-24).
Who owns Innovative Adviser Solutions, LLC?
Disclosed owners and executives of Innovative Adviser Solutions, LLC include SALISBURY, JOANNE, MAUREE, RILEY, EDWARD, KING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.