Innovation Partners LLC

Innovation Partners LLC (CRD# 146344) is a financial advisory firm headquartered in Charlotte, NC. They manage $49,534,588 in 368 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $134,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, GA, ID, IN, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Innovation Partners LLC
Showing 1 - 10 of 43 top financial advisors.
1
Glenn R. Davidow
CRD#: 1009265
5950 Fairview Road, Suite 806, Charlotte, NC 28210
96
Wealthminder
score

Glenn Davidow (CRD# 1009265) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 11 years of experience in the finance industry. Glenn Davidow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey M. Harrison
CRD#: 824047
Matthews, NC
96
Wealthminder
score

Jeffrey Harrison (CRD# 824047) is an Investment Advisor Representative working at Innovation Partners LLC in Matthews, NC and has over 30 years of experience in the finance industry. Jeffrey Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas J. Vorenberg
CRD#: 1589190
5950 Fairview Road, Suite 806, Charlotte, NC 28210
96
Wealthminder
score

Thomas Vorenberg (CRD# 1589190) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 30 years of experience in the finance industry.

4
Stuart L. Bergman
CRD#: 2470321
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Stuart Bergman (CRD# 2470321) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

5
Melvin D. Brooks
CRD#: 1386481
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Melvin Brooks (CRD# 1386481) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

6
Edward W. George
CRD#: 2031999
18207 Settlement Way, San Antonio, TX 78258
93
Wealthminder
score

Edward George (CRD# 2031999) is an Investment Advisor Representative working at Innovation Partners LLC in San Antonio, TX and has over 26 years of experience in the finance industry.

7
Eduardo Y. Gonzalez-Lopez
CRD#: 5702541
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Eduardo Gonzalez-Lopez (CRD# 5702541) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

8
Anthony W. Hinds-Fritz
CRD#: 5458218
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Anthony Hinds-Fritz (CRD# 5458218) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

9
Gregory F. Kite
CRD#: 1736279
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Gregory Kite (CRD# 1736279) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

10
Scott A. Laramy
CRD#: 1626795
5950 Fairview Road, Suite 806, Charlotte, NC 28210
93
Wealthminder
score

Scott Laramy (CRD# 1626795) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

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