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Building 2INNOVATION PARTNERS LLC

Map pinCHARLOTTE, NC
Phone704-708-5461
NotebookSEC #801-78702
Total AUM
$21.7M
Employees
305
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5950 FAIRVIEW ROAD
SUITE 140
CHARLOTTE
NC 28210
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-708-5461

ReceiptFinancials

Total AUM
$21.7M
Accounts
36
Discretionary
$21.7M
Accounts
36
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$21.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RECURRING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIAIDINKSLAMAMDMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWI

HandshakeAffiliates

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

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