Innovest Portfolio Solutions
UEI: G98MNZ6LMNY5
• CAGE: 6RGA1
Overview
Awardee Type
Parent
Company Description
Innovest is a registered investment advisor (RIA) providing independent
investment consulting and wealth advisory services to retirement plan
fiduciaries, nonprofits, foundations and endowments, and high net worth
families and family offices. Located in Denver, Colorado; offices in
Arizona, California, Florida.
Name
Innovest Portfolio Solutions
Website
Headquarters
Denver, CO
United States
United States
Most Recent Award
April 22, 2022
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Federal contract recipient
INNOVEST PORTFOLIO SOLUTIONS LLC
(UEI G98MNZ6LMNY5, CAGE 6RGA1)
is headquartered in Denver CO.
Its primary registered NAICS is 523999 Miscellaneous Financial Investment Activities.
The corporation
was founded in July 1996 and
federally registered in
May 2012.
Federal Award Analysis
Innovest Portfolio Solutions federal award history
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Contracts
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Subcontracts
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Grants
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Subgrants
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Federal Registration and Certifications
Legal Name
INNOVEST PORTFOLIO SOLUTIONS LLC
UEI
G98MNZ6LMNY5
CAGE Code
6RGA1
Primary NAICS
SBA Certifications
None
Self Certifications
None
Entity Structure
Corporate Entity (Not Tax Exempt)
Purpose of Registration
Federal Contracts and Assistance
Date Founded
July 1, 1996
Initial Registration
May 25, 2012
Last Registration
Jan. 27, 2025
Registration Activation
Jan. 27, 2025
Registration Expiration
Jan. 23, 2026
Fiscal Year End
December 31
Reported Entity Types
For Profit Organization
Limited Liability Company
Limited Liability Company
State of Incorporation
CO
Country of Incorporation
USA
Employees
<500
Reported NAICS
Accepts Credit Cards
No