Innovative Investment Advisory, Inc. is a large advisory firm based in Brookfield. It manages $137.98 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Wisconsin.
Innovative Investment Advisory provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Innovative Investment Advisory, Inc. is $137.98 million. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Innovative Investment Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Erik Alan Swenson has been acting as President since 1 Nov 1995. Nancy Dunham Cleveland joined the executive team most recently as the President.
The principal office where Innovative Investment Advisory, Inc. performs its advisory services is located at 13555 Bishop's Court, Brookfield, WI 53005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 262-432-0430 or by fax 262-432-0431. The normal business hours are 8:00 to 4:00 on Monday - Friday. You can find more information about the New York firm at www.innovativeinvestment.com.