INNOVATIVE INVESTMENT FIDUCIARIES, LLC

INNOVATIVE INVESTMENT FIDUCIARIES, LLC of MOORESTOWN, NJ is an SEC-registered investment adviser (CRD 159814). Regulatory assets under management: $13.7M.

Registration

• CRD: 159814
• SEC file number: 801-77666
• Type: Registered investment adviser
• Location: 101A FOSTER ROAD, MOORESTOWN, NJ, 08057
• Phone: (856) 242-3330
• Latest filing: 2026-03-25
• Regulatory AUM: $13.7M
• Discretionary AUM: $13.7M
• Clients: 3
• Accounts: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159814 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search