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INNOVEST PORTFOLIO SOLUTIONS LLC
CRD 106110 · SEC 801-51483
7979 E. TUFTS AVE., SUITE 1700, DENVER, CO, 80237, United States
Phone
303-694-1900
Fax
303-694-4707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
63 total employees; 30 advisory reps; 467 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $0 |
| High net worth individuals | 178 | $0 |
| Pension/profit sharing plans | 87 | $0 |
| Charitable organizations | 106 | $0 |
| State/municipal entities | 82 | $0 |
States served
AZ, CA, CO, IL, LA, MI, NE, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD