Innovation Partners LLC
Innovation Partners LLC (CRD# 146344) is a financial advisory firm headquartered in Charlotte, NC. They manage $13,736,437 in 14 accounts and serve the financial needs of clients across 40 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$981,174
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
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
Financial Advisors at Innovation Partners LLC
No Advisor Found.
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