RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 10, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
MANCINI, NICHOLAS, JOESEPHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Dec 10, 2025 REGISTERED

Notice Filings (3)

NJ NY SC

Address

361 ROUTE 202
SOMERS, NY 10589
United States
Phone: (914) 427-8036