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Overview Share
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, nan
$145.0 million AUM
1 office

Innis Investments is based in , nan and has $145.0 million in assets under management.

Location

, nan
Contact
$145.0 million
AUM
2
Employees
AUM Share
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$145,010,172
Assets under management
161 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 161 $145,010,172 100% $900,684
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$145,010,172
Assets under management
$72,505,086
AUM per employee
$72,505,086
AUM per investment analyst
About Share
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Compensation

Innis Investments makes money through the following ways:

  • Percentage of AUM
Services offered

Innis Investments provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 105,275
SEC number 801-21037
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date February 20, 2020

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