Innovant Asset Management

Innovant Asset Management (CRD# 169400) is a financial advisory firm headquartered in , . They manage $24,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $800,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Innovant Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Ezra L. Proctor
CRD#: 4786203
San Francisco, CA
93
Wealthminder
score

Ezra Proctor (CRD# 4786203) is an Investment Advisor Representative working at Innovant Asset Management in San Francisco, CA and has over 12 years of experience in the finance industry.

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