Innovative Private Wealth Management Inc.

RIASEC RegisteredEst. 2023

Total AUM

$367M

Discretionary

$285M

78% of AUM

Avg account

$516K

Accounts

711

Employees

10

Advisory reps

11

Firm details

Headquarters: Somers, New York
CRD number: 324586
Registered since: February 27, 2023
Website: www.broadstreetglobaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC., VALLEY BANK
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pooled Investment Vehicles37.59%
Individuals22.95%
Corporations / Businesses22.47%
HNWI16.98%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Innovative Private Wealth Management Inc. is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds47%
Exchange Traded Equities19%
Private Funds19%
US Government Bonds7%
Cash & Cash Equivalents5%

Contacts

3 of 11

Tatiana Tsoir
Investment Advisor RepresentativeCRD 7331708
Debinder Deshmukh
Investment AdvisorCRD 5203309
Sunil Handa
Investment Advisor RepresentativeCRD 5729305

Unlock 8 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Somers, NY

Westchester

Location

Somers, NY

Headquartered in Somers, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Westchester
Address: 361 Route 202
Time zone: ET (UTC-5)
Office locations

Similar firms

Innovative Family Office LLC

Somers, NY

AUM $65.8MTEAM 8REPS 8

Eyre Street Capital

New York, NY

AUM $367MTEAM 5REPS 3

Saraza Management LP

New York, NY

AUM $366MTEAM 8REPS 2

FIO Advisors LP

New York, NY

AUM $366MTEAM 8REPS 3

Jacobs Asset Management, LLC

New York, NY

AUM $366MTEAM 5REPS 2

Sage Advisors, LLC

New York, NY

AUM $366MTEAM 18REPS 7

More RIAs in Somers →All New York RIAs →