Investment Initiatives, LLC

Investment Initiatives, LLC (CRD# 170334) is a financial advisory firm headquartered in , . They manage $39,189,200 in 169 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $231,889
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, OH, VA

Financial Advisors at Investment Initiatives, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dennis J. Brown
CRD#: 1637279
Alexandria, VA

Dennis Brown (CRD# 1637279) is an Investment Advisor Representative working at Investment Initiatives, LLC in Alexandria, VA and has over 36 years of experience in the finance industry.

2
Mark R. Horn
CRD#: 2284693
West Bloomfield, MI

Mark Horn (CRD# 2284693) is an Investment Advisor Representative working at Investment Initiatives, LLC in West Bloomfield, MI and has over 31 years of experience in the finance industry.

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