Innovative Family Office LLC

CRD 329496 · Somers, NY · $65.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 329496
SEC number: 801-129455
Firm type: RIA
Assets under management: $65.8M as of Apr 15, 2026
Website: www.innovativefo.com ↗
Phone: (914) 427-8036
Address: 361 Route 202, Somers, NY, 10589

Advisors at this firm

7 in our index · page 1 of 1

Lincoln Adrian DacostaCRD 2873814 · Melville, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Harrison Strong HortonCRD 8176821 · Greenville, SC

IA Registered
Nicholas Joeseph ManciniCRD 5317614 · Somers, NY

IA Registered
Paul Dominic PizzutiCRD 6301085 · Greenville, SC

IA RegisteredRegistration inactive
Paul Bennett PlesserCRD 1633013 · Woodmere, NY

IA RegisteredRegistration inactive
Mark ReinsteinCRD 1486887 · Greenville, SC

IA RegisteredRegistration inactive

Disclosure event(s) on record
Cory Paul SlovikCRD 4726236 · Park Ridge, NJ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 329496 ↗ FINRA BrokerCheck record for firm CRD 329496 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.