Kristy Beth Legrande

CFA

Innovest Portfolio Solutions LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Innovest Portfolio Solutions LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

439 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Location

7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Innovest Portfolio Solutions LLC

January 2018 - Present · 8 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.