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CAPITAL INNOVATIONS, LLC

Tel: 262-746-3100
N19w24400 Riverwood Dr
Suite 350
Waukesha, Wisconsin  53188

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CAPITAL INNOVATIONS, LLC

CAPITAL INNOVATIONS, LLC is a Waukesha, Wisconsin based financial advisory firm with nearly $204,289,880 in assets under management and provides investment advisory services for 9 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

145329

SEC#:

801-72322

No. of Clients:

9

Assets under Management

$204,289,880

No. of Advisors:

4

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