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Innovative Financial Solutions Nj, LLC

● SEC registered since 2024CRD 332536SEC# 801-130985Cranford, NJ
Export (members)
Reg. AUM
$594.9M
Employees
6
Accounts
1,050
Location
Cranford, NJ

Innovative Financial Solutions Nj, LLC assets under management

Innovative Financial Solutions Nj, LLC is an SEC-registered investment adviser based in Cranford, NJ. The firm has been registered since 2024. It reports $594.9 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/virtuswsView on SEC.gov ↗

Innovative Financial Solutions Nj, LLC owners & executives

3 reported
NameTitleOwnershipSince
Devang M. Patel ControlMember, Chief Compliance OfficerUnder 5%2024
Innovative Financial Solutions Nj, LLC ControlMemberOver 75%2024
Devang M. Patel ControlMemberOver 75%2016

Frequently asked questions

How much does Innovative Financial Solutions Nj, LLC manage?

Innovative Financial Solutions Nj, LLC reports $594.9 million in regulatory assets under management on its Form ADV.

How many employees does Innovative Financial Solutions Nj, LLC have?

Innovative Financial Solutions Nj, LLC reports 6 employees.

Where is Innovative Financial Solutions Nj, LLC located?

Innovative Financial Solutions Nj, LLC is based in Cranford, NJ and has been SEC-registered since 2024.

Does Innovative Financial Solutions Nj, LLC disclose fund performance?

Innovative Financial Solutions Nj, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address517 Centennial Avenue, Suite 200, Cranford, NJ 07016
Phone908-967-6360
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK2045870
Discloses disciplinary historyNo

Regulatory AUM

$594.9M▲ 19%
Mar '25 — $501.4MApr '25 — $501.4MMay '25 — $501.4MJun '25 — $501.4MJul '25 — $501.4MAug '25 — $501.4MSep '25 — $501.4MOct '25 — $501.4MNov '25 — $501.4MDec '25 — $501.4MJan '26 — $501.4MFeb '26 — $501.4MMar '26 — $594.9MApr '26 — $594.9MMay '26 — $594.9MJun '26 — $594.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$594.9Mregulatory AUM
Discretionary $594.9M