|
⚲
|
| Keyboard |
| Innovative Family Office LLC
✚
|
|
|---|---|
| CRD # | 329496 |
| SEC # | 801-129455 |
| CIK # | |
| AUM | 65.8 M (2026-04-15) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 914-427-8036 |
| Address | 361 Route 202 Somers, NY 10589 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 27.6 |
| (b) Individuals (high net worth individuals) | 13 | 38.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 65.8 |
| By Discretionary | ||
| Discretionary | 276 | 65.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 276 | 65.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.8 | |
| Total | 276 | 65.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vanquour LLC
✚
|
NY | 67.0 M |
|
Clarion Call Capital LLC
✚
|
NY | 66.5 M |
|
C & C Financial Services Inc
✚
|
NY | 66.2 M |
|
SB Investment Partners LLC
✚
|
65.4 M | |
|
Long Island Financial LLC
✚
|
NY | 65.2 M |
|
Watts Capital Partners LLC
✚
|
65.1 M | |
|
Capital Area Planning Group LLC
✚
|
DC | 64.8 M |
|
Empiric Advisors Inc
✚
|
TX | 64.7 M |
|
Build Asset Management LLC
✚
|
MO | 64.6 M |
|
Goldstandard Wealth Private Limited
✚
|
64.6 M |