Overview
Assets Under Management: $363 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL INNOVATIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142769), FINANCIAL INNOVATIONS, LLC is subject to fiduciary duty under federal law.
FINANCIAL INNOVATIONS, LLC is headquartered in ATLANTA, GA.
FINANCIAL INNOVATIONS, LLC serves 131 high-net-worth clients according to their SEC filing dated September 16, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL INNOVATIONS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FINANCIAL INNOVATIONS, LLC manages $363 million in client assets according to their SEC filing dated September 16, 2024.
According to their SEC Form ADV, FINANCIAL INNOVATIONS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 650
Non-Discretionary Accounts: 650
Regulatory Filings
CRD Number: 142769
Last Filing Date: 2024-09-16 00:00:00
Website: https://financialinnovations.biz