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INNOVATIVE INVESTMENT FIDUCIARIES, LLC
CRD 159814 · SEC 801-77666
101A FOSTER ROAD, MOORESTOWN, NJ, 08057, United States
Phone
(856) 242-3330
Fax
(856) 242-3333
Registration
— (—)
Source
State registered
Total AUM
$13.7M
Discretionary AUM
$13.7M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Pension consultingSelection of other advisers
All web addresses on file
- https://www.linkedin.com/in/terriann-procida-7b7a403
- https://www.linkedin.com/in/andrew-may-aif%C2%AEcfp%C2%AE-06a00a127
- https://www.youtube.com/channel/UCzueKqJlcuHd6KS8fdpbvjw
- https://www.linkedin.com/company/innovative-benefit-planning-llc/
- https://x.com/inno_bene_plan
- https://www.facebook.com/InnovativeBenefitPlanning/?ref=stream
- HTTP://WWW.IBPLLC.COM
- https://www.linkedin.com/in/marksulpizio
- https://www.instagram.com/innovativebenefitplanning/
Official SEC filing: View on IAPD