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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • 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
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.

AZ

Financial Advisors at The Innes Associates, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence F. Innes
CRD#: 1439098
60 E. Rio Salado Pkwy, Suite 900, Tempe, AZ 85281
71
Wealthminder
score

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.

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