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INNOVATIVE ADVISORY PARTNERS, LLC
CRD 156135 · SEC 801-78600
4700 HIXSON PIKE, HIXSON, TN, 37343-4806, United States
Phone
423-870-2140
Fax
423-870-2164
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.1M
Discretionary AUM
$343.2M
Team
8 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE IN THIRD PARTY FEES
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 390 | $67.0M |
| High net worth individuals | 52 | $285.0M |
| Charitable organizations | 1 | $100K |
States served
AL, CA, GA, LA, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD