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Innovative Investment Fiduciaries, LLC

EST. AUM
$13,717,094

CONTACTS
1

CLIENT ACCOUNTS
4

Firm Details

Metro area North Jersey
CRD Number 159814
Website ibpllc.com
Client types

Overview

Innovative Investment Fiduciaries, LLC is a boutique, New Jersey-based RIA, founded in 2011 and led by Managing Member Mark W. Sulpizio. The firm focuses on retirement plan consulting, managing discretionary cash balance plans and offering fiduciary services to employers and plan sponsors. They emphasize customized advisory—often using mutual funds and Dimensional Fund Advisors (DFA) strategies—without participating in wrap programs or offering general financial planning. It’s a lean team delivering tailored, transparent retirement solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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