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Financial Advisor
Wisconsin
Waukesha
CAPITAL INNOVATIONS, LLC

CAPITAL INNOVATIONS, LLC

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

About 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
Firm CRD#:

145329

Firm SEC#:

801-72322

Assets Under Management:

$204,289,880

No. of Clients:

9

No. of Advisors:

4

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

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