THE INNES ASSOCIATES, LTD.

THE INNES ASSOCIATES, LTD. of TEMPE, AZ is an SEC-registered investment adviser (CRD 117326). Regulatory assets under management: $12.0M.

Registration

• CRD: 117326
• Type: Registered investment adviser
• Location: 60 E. RIO SALADO PKWY, TEMPE, AZ, 85281
• Phone: 480-706-0819
• Latest filing: 2024-04-24
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117326 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search