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Building 2INNOVATIVE FINANCIAL, LLC

Map pinLAKEWOOD, CO
Phone(303) 275-7170
NotebookSEC #801-135286
Total AUM
$105.3M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
355 SOUTH TELLER STREET
SUITE 200
LAKEWOOD
CO 80226
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(303) 275-7170

ReceiptFinancials

Total AUM
$105.3M
Accounts
85
Discretionary
$105.3M
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$27.6M
HNW Individual Clients
61
AUM
$77.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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