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INNOVATIVE FINANCIAL SOLUTIONS, INC.
CRD 289906
2370 W. RAY ROAD, SUITE 3, CHANDLER, AZ, 85224, United States
Phone
(480) 345-8540
Fax
(480) 345-8530
Registration
— (—)
Source
State registered
Total AUM
$89.2M
Discretionary AUM
$89.2M
Team
1 total employees; 1 advisory reps; 68 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $19.0M |
| High net worth individuals | 42 | $70.2M |
All web addresses on file
Official SEC filing: View on IAPD