The Innes Associates, Ltd.
The Innes Associates, Ltd. (CRD# 117326) is a financial advisory firm headquartered in Tempe, AZ. They manage $12,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$300,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Lawrence Innes (CRD# 1439098) is an Investment Advisor Representative working at The Innes Associates, Ltd. in Tempe, AZ and has over 31 years of experience in the finance industry.