Contractor
Innovest Portfolio Solutions LLC
2 customers • 7 returns • Latest tax year 2024 • Denver, CO
Investment ConsultingInvestment Advisory Services
Customers
2
Returns
7
Total Compensation
$994,819
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| The Weld Trust | 74-2358522 | 3 | 2024 | Investment Advisory Services | $562,968 |
| University of Northern Colorado | 84-6044833 | 4 | 2024 | Investment Consulting | $431,851 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | The Weld Trust | 990 | Investment Advisory Services | 7979 E TUFTS AVENUE SUITE 1700, Denver, CO 80237 | $195,977 | View return |
| 2024 | University of Northern Colorado | 990 | Investment Consulting | 7979 EAST TUFTS AVENUE SUITE 1700, Denver, CO 80237 | $115,262 | View return |
| 2023 | The Weld Trust | 990 | Investment Advisory Services | 7979 E TUFTS AVENUE SUITE 1700, Denver, CO 80237 | $189,684 | View return |
| 2023 | University of Northern Colorado | 990 | Investment Consulting | 7979 EAST TUFTS AVENUE SUITE 1700, Denver, CO 80237 | $109,326 | View return |
| 2022 | The Weld Trust | 990 | Investment Advisory Services | 7979 E TUFTS AVENUE SUITE 1700, Denver, CO 80237 | $177,307 | View return |
| 2022 | University of Northern Colorado | 990 | Investment Consulting | 7979 EAST TUFTS AVENUE SUITE 1700, Denver, CO 80237 | $101,793 | View return |
| 2021 | University of Northern Colorado | 990 | Investment Consulting | 7979 EAST TUFTS AVENUE SUITE 1700, Denver, CO 80237 | $105,470 | View return |