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Home > Retirement Planners > georgia > atlanta > FINANCIAL INNOVATIONS, LLC
FINANCIAL INNOVATIONS, LLC
6111 Peachtree Dunwoody Road
Suite F101
Atlanta, Georgia 30328
Tel: 404-458-0065
About FINANCIAL INNOVATIONS, LLC
FINANCIAL INNOVATIONS, LLC, formally registered with the SEC as FINANCIAL INNOVATIONS, LLC. The firm was established in 01/26/2007. They have over 1 offices throughout the country.
FINANCIAL INNOVATIONS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $362,884,830 assets under management, offering retirement planning & investment advisory services to 650 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142769 |
| SEC# | 801-67516 |
| Assets Managed by Firm | $362,884,830 |
| No. of Clients | 650 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 650 | $362,884,830 |
| Individuals (other than high net worth individuals) | 176 | $61,751,399 |
| High net worth individuals | 122 | $294,056,897 |
| Charitable organizations | Fewer than 5 clients | $2,940,316 |
| Corporations or other businesses | Fewer than 5 clients | $4,136,218 |
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