INNOVATIVE FAMILY OFFICE LLC
CRD #329496 SEC #801-129455 SOMERS, NY (914) 427-8036
SEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
Employees
6
Clients
--
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $21.5M | $21.5M | $0 | 6 | 0 |
| Nov 2025 | $21.5M | $21.5M | $0 | 6 | 0 |
| Jun 2025 | $21.5M | $21.5M | $0 | 6 | 0 |
| Mar 2025 | $21.5M | $21.5M | $0 | 6 | 0 |
| Mar 2025 | $0 | $0 | $0 | 1 | 0 |
| Dec 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
| Apr 2024 | $0 | $0 | $0 | 1 | 0 |
| Jan 2024 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$21.5M
Discretionary$21.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2025
Total AUM$21.5M
Discretionary$21.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$21.5M
Discretionary$21.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$21.5M
Discretionary$21.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0