CRD: 329496
Innovative Family Office LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2024
- Office Locations
- 7
Office Locations
About Innovative Family Office LLC
Innovative Family Office is an SEC-registered private wealth management advisory firm serving high- and ultra-high-net-worth families. It delivers a family-office style, centralized approach spanning portfolio management, tax strategy, wealth retention/asset protection, family governance, and estate/trust/philanthropy planning, and maintains strategic partnerships with other RIAs. Portfolios commonly use ETFs and private funds, with client reporting via an Addepar investor portal.
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Geographic Focus
Industry Interests
Investment Themes
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Technology
Owner & Executives
NICHOLAS JOESEPH MANCINI
Chief Compliance Officer, Managing Member, President
- CRD
- #5317614
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Cason Beatty
Managing Director
- CRD
- --
Lincoln DaCosta
Investment Advisor
- CRD
- --
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,815,282 | $238,461 |
| Non-Discretionary | $0 | -- |
| Total | $65,815,282 | $238,461 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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