← Back to searchVisit website
INNOVATIVE FINANCIAL, LLC
CRD 127469 · SEC 801-135286
355 SOUTH TELLER STREET, SUITE 200, LAKEWOOD, CO, 80226, United States
Phone
(303) 275-7170
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.3M
Discretionary AUM
$105.3M
Team
3 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $27.6M |
| High net worth individuals | 61 | $77.7M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD