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Home > Retirement Planners > california > folsom > INNOVATIVE ADVISORY PARTNERS, LLC
INNOVATIVE ADVISORY PARTNERS, LLC
4700 Hixson Pike
Hixson, Tennessee 37343-4806
Tel: 423-870-2140
About INNOVATIVE ADVISORY PARTNERS, LLC
INNOVATIVE ADVISORY PARTNERS, LLC, formally registered with the SEC as INNOVATIVE ADVISORY PARTNERS, LLC. The firm was established in 10/09/2013. They have over 1 offices throughout the country.
INNOVATIVE ADVISORY PARTNERS, LLC is a Hixson, Tennessee based Financial Planning firm with nearly $198,800,000 assets under management, offering retirement planning & investment advisory services to 1033 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156135 |
| SEC# | 801-78600 |
| Assets Managed by Firm | $198,800,000 |
| No. of Clients | 1033 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SHARE IN THIRD PARTY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1033 | $198,800,000 |
| Individuals (other than high net worth individuals) | 228 | $32,000,000 |
| High net worth individuals | 129 | $160,000,000 |
| Charitable organizations | 1 | $6,800,000 |
More Retirement Planning firms in Hixson, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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