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INNOVATIVE FAMILY OFFICE LLC

SOMERS, NY · CRD 329496 · IAPD ↗ · innovativefo.com · (914) 427-8036

$65.8MRegulatory AUM
8Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — INNOVATIVE FAMILY OFFICE LLC (SOMERS, NY) left the SEC roster (was $65.8M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
May 2026 — INNOVATIVE FAMILY OFFICE LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — INNOVATIVE FAMILY OFFICE LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — INNOVATIVE FAMILY OFFICE LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — INNOVATIVE FAMILY OFFICE LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — INNOVATIVE FAMILY OFFICE LLC reported RAUM up 206% ($21.5M -> $65.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
January 2026 — INNOVATIVE FAMILY OFFICE LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
December 2025 — INNOVATIVE FAMILY OFFICE LLC changed its website from broadstreetfamilyoffice.com to innovativefo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — BROADSTREET FAMILY OFFICE LLC is now doing business as INNOVATIVE FAMILY OFFICE LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
July 2025 — BROADSTREET FAMILY OFFICE LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — BROADSTREET FAMILY OFFICE LLC grew from 1 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2025 — BROADSTREET FAMILY OFFICE LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
January 2025 — BROADSTREET FAMILY OFFICE LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
July 2024 — BROADSTREET FAMILY OFFICE LLC changed its website from broadstreetglobaladvisors.com to broadstreetfamilyoffice.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
July 2024 — BROADSTREET FAMILY OFFICE LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — BROADSTREET FAMILY OFFICE LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2024 — BROADSTREET FAMILY OFFICE LLC (SOMERS, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.