Investment Initiatives, LLC

Investment Initiatives, LLC (CRD# 170334) is a financial advisory firm headquartered in , . They manage $43,086,657 in 33 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $1,305,656
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

MI, OH, VA

Financial Advisors at Investment Initiatives, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dennis J. Brown
CRD#: 1637279
Alexandria, VA
93
Wealthminder
score

Dennis Brown (CRD# 1637279) is an Investment Advisor Representative working at Investment Initiatives, LLC in Alexandria, VA and has over 29 years of experience in the finance industry.

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