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| Innovative Financial Solutions NJ LLC
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|---|---|
| CRD # | 332536 |
| SEC # | 801-130985 |
| CIK # | 0002045870 |
| AUM | $594.9 M (2026-03-13) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 908-967-6360 |
| Address | 517 Centennial Avenue Cranford, NJ 07016 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sandisk Corp | 27.1 | ||
| Ciena Corp | 24.6 | ||
| GE Vernova Inc | 23.1 | ||
| Nvidia Corp | 20.7 | ||
| Quanta Services Inc | 16.1 | ||
| Teradyne Inc | 15.4 | ||
| Broadcom Inc | 12.5 | ||
| JDS Uniphase Corp /CA/ | 11.8 | ||
| Alphabet Inc | 11.7 | ||
| GS Acquisition Holdings Corp | 11.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 78.4 |
| (b) Individuals (high net worth individuals) | 109 | 472.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.4 |
| (h) Charitable organizations | 2 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 34.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,050 | 594.9 |
| By Discretionary | ||
| Discretionary | 1,050 | 594.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,050 | 594.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 594.9 | |
| Total | 1,050 | 594.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045870] | |
| SC 13G | [0002045870] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Virtus Wealth Solutions LLC | Sintx Technologies Inc | [2025-11-14] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Measured Risk Portfolios Inc
✚
|
CA | 0.6 |
|
Garrison Point Advisors LLC
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|
CA | 0.6 |
|
Comprehensive Financial Consultants Institutional Inc
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|
IN | 0.6 |
|
Endeavor Private Wealth Inc
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KS | 0.6 |
|
Hedeker Wealth LLC
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|
IL | 0.6 |
|
Affinity Investment Group LLC
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NH | 0.6 |
|
Capital Resource Management Inc
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|
IL | 0.6 |
|
Disciplined Investments LLC
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|
OK | 0.6 |
|
Delta Financial Advisors LLC
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|
LA | 0.6 |
|
Gerber LLC
✚
|
OH | 0.6 |