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
Investment Initiatives, LLC
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts169ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, OH, VA
Financial Advisors at Investment Initiatives, LLC
1
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 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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