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FINANCIAL INNOVATIONS, LLC
CRD 142769 · SEC 801-67516
6111 PEACHTREE DUNWOODY ROAD, SUITE F101, ATLANTA, GA, 30328, United States
Phone
404-458-0065
Fax
404-393-3063
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$535.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $38.4M |
| High net worth individuals | 234 | $467.0M |
| Pension/profit sharing plans | 13 | $22.0M |
States served
CA, CO, GA, LA, NY, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD