Capital Innovations, LLC
Capital Innovations, LLC (CRD# 145329) is a financial advisory firm headquartered in Waukesha, WI. They manage $207,603,754 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management208MILLION
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Total Number of Accounts49ACCOUNTS
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Average Account Value$4,236,811
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Capital Innovations, LLC
1
Michael Underhill (CRD# 2334382) is an Investment Advisor Representative working at Capital Innovations, LLC in Waukesha, WI and has over 30 years of experience in the finance industry.
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