INNOVEST PORTFOLIO SOLUTIONS LLC
CRD #106110 SEC #801-51483 DENVER, CO 303-694-1900
SEC Registered
Total AUM
--
Discretionary
--
Employees
61
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $12.6B | $35M | $12.6B | 37 | 300 |
| Mar 2015 | $8.9B | $37.4M | $8.8B | 35 | 200 |
| Sep 2014 | $7B | $2.4M | $7B | 34 | 200 |
| Mar 2014 | $7B | $2.4M | $7B | 34 | 200 |
| Oct 2013 | $6B | $2M | $6B | 29 | 200 |
| Apr 2013 | $5.5B | $2M | $5.5B | 29 | 200 |
| Aug 2012 | $4.7B | $2M | $4.7B | 11 | 200 |
| Mar 2012 | $4.1B | $2M | $4.1B | 11 | 200 |
| Aug 2011 | $4.1B | $1.9M | $4.1B | -- | -- |
| Apr 2011 | $4.1B | $1.9M | $4.1B | -- | -- |
| Jul 2010 | $3.5B | $0 | $3.5B | -- | -- |
| May 2010 | $3.5B | $0 | $3.5B | -- | -- |
| May 2010 | $345.2M | $0 | $345.2M | -- | -- |
| Mar 2010 | $3.5B | $0 | $3.5B | -- | -- |
| Mar 2009 | $2.8B | $0 | $2.8B | -- | -- |
| Sep 2007 | $3.5B | $0 | $3.5B | -- | -- |
| Aug 2007 | $3.5B | $0 | $3.5B | -- | -- |
| Mar 2007 | $3.5B | $0 | $3.5B | -- | -- |
| Mar 2006 | $3.6B | $0 | $3.6B | -- | -- |
| Sep 2005 | $3.1B | $0 | $3.1B | -- | -- |
| Jun 2005 | $3.1B | $0 | $3.1B | -- | -- |
| Mar 2004 | $2.8B | $186.7M | $2.6B | -- | -- |
| Mar 2002 | $2.5B | $178.8M | $2.3B | -- | -- |
DateMar 2016
Total AUM$12.6B
Discretionary$35M
Non-Disc.$12.6B
Employees37
Clients300
DateMar 2015
Total AUM$8.9B
Discretionary$37.4M
Non-Disc.$8.8B
Employees35
Clients200
DateSep 2014
Total AUM$7B
Discretionary$2.4M
Non-Disc.$7B
Employees34
Clients200
DateMar 2014
Total AUM$7B
Discretionary$2.4M
Non-Disc.$7B
Employees34
Clients200
DateOct 2013
Total AUM$6B
Discretionary$2M
Non-Disc.$6B
Employees29
Clients200
DateApr 2013
Total AUM$5.5B
Discretionary$2M
Non-Disc.$5.5B
Employees29
Clients200
DateAug 2012
Total AUM$4.7B
Discretionary$2M
Non-Disc.$4.7B
Employees11
Clients200
DateMar 2012
Total AUM$4.1B
Discretionary$2M
Non-Disc.$4.1B
Employees11
Clients200
DateAug 2011
Total AUM$4.1B
Discretionary$1.9M
Non-Disc.$4.1B
Employees--
Clients--
DateApr 2011
Total AUM$4.1B
Discretionary$1.9M
Non-Disc.$4.1B
Employees--
Clients--
DateJul 2010
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees--
Clients--
DateMay 2010
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees--
Clients--
DateMay 2010
Total AUM$345.2M
Discretionary$0
Non-Disc.$345.2M
Employees--
Clients--
DateMar 2010
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2009
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees--
Clients--
DateSep 2007
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees--
Clients--
DateAug 2007
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2007
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees--
Clients--
DateMar 2006
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees--
Clients--
DateSep 2005
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees--
Clients--
DateJun 2005
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees--
Clients--
DateMar 2004
Total AUM$2.8B
Discretionary$186.7M
Non-Disc.$2.6B
Employees--
Clients--
DateMar 2002
Total AUM$2.5B
Discretionary$178.8M
Non-Disc.$2.3B
Employees--
Clients--