Innovation Partners LLC
Innovation Partners LLC (CRD# 146344) is a financial advisory firm headquartered in Charlotte, NC. They serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
Brian Biederman (CRD# 1237596) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 40 years of experience in the finance industry.
Gregory Smith (CRD# 1252027) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 37 years of experience in the finance industry.
Robert Bancroft (CRD# 7077000) is an Investment Advisor Representative working at Innovation Partners LLC in Westport, MA and has over 4 years of experience in the finance industry.