The Innes Associates, Ltd.
The Innes Associates, Ltd. (CRD# 117326) is a financial advisory firm headquartered in Tempe, AZ. They manage $18,000,000 in 60 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
The Innes Associates, Ltd.
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts60ACCOUNTS
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Average Account Value$300,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, ID, UT
Financial Advisors at The Innes Associates, Ltd.
1
Lawrence Innes (CRD# 1439098) is an Investment Advisor Representative working at The Innes Associates, Ltd. in Tempe, AZ and has over 38 years of experience in the finance industry.
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