INNOVATIVE FAMILY OFFICE LLC
Firm details
- Headquarters
- SOMERS, New York
- CRD number
- 329496
- Registered since
- February 9, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.11%
- Individuals41.89%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Innovative Family Office LLC is a limited liability company that registered with the SEC in 2024. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory scope is focused on portfolio management for individuals and small businesses as well as for business or institutional accounts. The firm indicates it is not an active ESG investor and does not identify as a multi-state adviser for registration purposes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds33%
- Private Funds17%
- US Government Bonds6%
- Cash & Cash Equivalents2%
Contacts
3 of 8Harrison Horton
Financial AnalystCRD 8176821
LINCOLN DACOSTA
Investment AdvisorCRD 2873814
MARK REINSTEIN
Managing DirectorCRD 1486887
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOMERS, NY
WESTCHESTER
Location
SOMERS, NY
Headquartered in SOMERS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 361 Route 202
- Time zone
- ET (UTC-5)
- Office locations
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