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THE INNES ASSOCIATES, LTD.
CRD 117326
60 E. RIO SALADO PKWY, SUITE 900, TEMPE, AZ, 85281, United States
Phone
480-706-0819
Fax
480-706-0818
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps; 45 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2024-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.5M |
| State/municipal entities | 30 | $9.5M |
Official SEC filing: View on IAPD