Innova Advisors

RIASEC RegisteredEst. 2022

Total AUM

$265M

Discretionary

$284K

0% of AUM

Avg account

$4.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 318958
Registered since: September 16, 2022
Website: innovadvisors.com
Custodians: MORGAN STANLEY & CO. LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses93.42%
HNWI5.24%
Individuals1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Innova Advisors is an SEC-registered investment adviser organized as a limited liability company and active since 2022. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management for individuals/small businesses and for businesses or institutions. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees. Innova Advisors does not identify as an active ESG investor and is not classified as a capital allocator; industry affiliations noted in filings include relationships with a broker-dealer and with another investment adviser.