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The Innes Associates, Ltd. CRD 117326
$12.0M regulatory AUM 45 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
60 E. Rio Salado Pkwy Suite 900, Tempe, AZ 85281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-02-26 |
| ID | RA | APPROVED | 2020-02-20 |
| AZ | RA | APPROVED | 2013-10-28 |
Branch Locations
60 E. Rio Salado Pkwy Suite 900, Tempe, AZ 85281 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Innes Associates, Ltd. | Pheonix | AZ | 03/1990 | Present |
1. 11/05/08- BLUE WILDERNESS PROPERTIES, LLC/ CABIN RENTALS/ PHOENIX, 2. 07/23/18- IN Properties, LLC / Apartment Coplex, Valdez AK 3. 05/15/21-North Rim Holdings/ Cabin Rentals/Grand Canyon AZ 4. 07/23/18-Grand Canyon Shuttle Sevices/Grand Canyon, AZ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-02 |
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