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FINANCIAL INNOVATIONS, LLC
ATLANTA, GA
404-458-0065
SEC #801-67516Total AUM
$535.2M
Employees
2Clients
354Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6111 PEACHTREE DUNWOODY ROAD
SUITE F101
ATLANTA
GA 30328
United States
SUITE F101
ATLANTA
GA 30328
United States
Operating Hours
8:00-4:00 EST
Monday - Friday
Monday - Friday
Phone
404-458-0065
Financials
Total AUM
$535.2M
Accounts
1,071Discretionary
$0
Accounts
0Non-Discretionary
$535.2M
Accounts
1,071
Clients
Individual Clients
100AUM
$38.4M
HNW Individual Clients
234AUM
$467M
Pension/Profit Sharing Plan Clients
13AUM
$22M
Corporation or Business Clients
1AUM
$4.4M
Other Clients
6AUM
$3.4M
Description of Other Clients
IRREVOCABLE TRUST
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLGALANCNYTNTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.