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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 $$200,621,368 in assets under management and provides investment advisory services for 39 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio Management for Pooled Investment, Portfolio Management for Businesses, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

145329

SEC#:

801-72322

No. of Clients:

39

Assets under Management

$200,621,368

No. of Advisors:

7

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