Innovative Portfolios LLC
Legal Name: INNOVATIVE PORTFOLIOS LLC
Full Contact Details
Innovative Portfolios LLC
8801 RIVER CROSSING BLVD, SUITE 100, INDIANAPOLIS, IN
317-689-6450
317-689-6455
Other Info
Innovative Portfolios LLC, a Limited Liability Company based in Indiana, boasts a team of 16 employees, 7 of whom fill advisory roles. The extent of the firm's clientele is undisclosed, but its SEC status has been approved since October 2015.
ETFs & SMAs | Innovative Portfolios | Institutional Money Management
Innovative Portfolios offers ETFs & SMAs to financial professionals, RIAs & Institutional investors | Contact [email protected]
Preferred-Plus | Mutual Fund | Preferred Stocks with Option Overlay
The Preferred-Plus Fund's primary investment objective is to provide income by investing in U.S. Preferred Stocks & utilizing an option overlay strategy.
Dividend Performers | Mutual Fund | Dividend Strategy with Option Overlay
The Dividend Performers fund strategy focuses on dividend stocks by investing in large-cap stocks of dividend-paying U.S. companies with an option overlay.
Direct Owners
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AUDREY L. KURZAWA
CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID SHEAFF GILREATH
MANAGING DIRECTOR owns less than 5%
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RONALD ROBERT BROCK
MANAGING DIRECTOR owns less than 5%
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SHEAFF BROCK CAPITAL MANAGEMENT, LLC
HOLDING CO. owns 75% or more
Indirect Owners
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DAVID SHEAFF GILREATH
OWNER/MANAGING MEMBER owns more than 50% but less than 75%
-
RONALD ROBERT BROCK
OWNER/MANAGING MEMBER owns more than 50% but less than 75%
Firms Located Nearby
- Holistic Financial Partners LLC
- Quantum Financial Services Inc
- Thurston Springer Miller HERD & Titak Inc
- Global Atlantic Investment Advisors LLC
- Oneamerica Securities Inc
- Halter Ferguson Financial Inc
- Hammond Kennedy Whitney & Company Inc
- Salzinger Sheaff Brock LLC
- Centerfield Management III Inc
- Baxter Capital Management Inc