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INNOVATIVE FAMILY OFFICE LLC
CRD 329496 · SEC 801-129455
361 ROUTE 202, SOMERS, NY, 10589, United States
Phone
(914) 427-8036
Fax
(914) 306-9991
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$65.8M
Discretionary AUM
$65.8M
Team
8 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 263 | $27.6M |
| High net worth individuals | 13 | $38.2M |
States served
NJ, NY, SC, FL
All web addresses on file
Official SEC filing: View on IAPD