Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC (CRD# 106110) is a financial advisory firm headquartered in Denver, CO. They manage $12,594,000,000 in 270 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management12,594MILLION
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Total Number of Accounts270ACCOUNTS
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Average Account Value$46,644,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, NE
Jerry Huggins (CRD# 1262284) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 33 years of experience in the finance industry. Jerry Huggins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jared Martin (CRD# 4263227) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 16 years of experience in the finance industry. Jared Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Middleton (CRD# 2625945) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 22 years of experience in the finance industry.
Gordon Tewell (CRD# 1702656) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 21 years of experience in the finance industry.
Wendy Dominguez (CRD# 2280554) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Greenwood Village, CO and has over 23 years of experience in the finance industry.
William Fender (CRD# 1144269) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 33 years of experience in the finance industry.
Marianne Marvez (CRD# 1942416) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 10 years of experience in the finance industry.
Donna Patch (CRD# 5645932) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 8 years of experience in the finance industry.
Richard Todd (CRD# 1498983) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 31 years of experience in the finance industry.
Steven Karsh (CRD# 6022246) is an Investment Advisor Representative working at Innovest Portfolio Solutions LLC in Denver, CO and has over 4 years of experience in the finance industry.