Inovest Wealth Management, LLC
Inovest Wealth Management, LLC (CRD# 147229) is a financial advisory firm headquartered in Prairie Village, KS. They manage $43,578,658 in 220 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Inovest Wealth Management, LLC
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$198,085
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, TX
Financial Advisors at Inovest Wealth Management, LLC
No Advisor Found.
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