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Innovest Portfolio Solutions LLC

● SEC registered since 1996CRD 106110SEC# 801-51483Denver, CO
Export (members)
Reg. AUM
—
Employees
61
Accounts
—
Location
Denver, CO

Innovest Portfolio Solutions LLC assets under management

Innovest Portfolio Solutions LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 1996. It employs 61 people.
www.innovestinc.comView on SEC.gov ↗

Innovest Portfolio Solutions LLC owners & executives

8 reported
NameTitleOwnershipSince
Innovest Holdings, Inc. ControlMemberOver 75%2002
Pamela CruzChief Compliance OfficerUnder 5%2023
Peter James Mustian ControlChief Operating OfficerUnder 5%2015
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Frequently asked questions

How many employees does Innovest Portfolio Solutions LLC have?

Innovest Portfolio Solutions LLC reports 61 employees.

Where is Innovest Portfolio Solutions LLC located?

Innovest Portfolio Solutions LLC is based in Denver, CO and has been SEC-registered since 1996.

Does Innovest Portfolio Solutions LLC disclose fund performance?

Innovest Portfolio Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7979 E. Tufts Ave., Suite 1700, Denver, CO 80237
Phone303-694-1900
Fax303-694-4707
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo