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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Innovations LLC
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|---|---|
| CRD # | 142769 |
| SEC # | 801-67516 |
| CIK # | 0001673141 |
| AUM | $400.1 M (2025-03-21) |
| Employees | 7 (29% Investors, 29% Brokers) |
| Phone | 404-458-0065 |
| Address | 6111 Peachtree Dunwoody Road Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 67.3 |
| (b) Individuals (high net worth individuals) | 131 | 324.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 680 | 400.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 680 | 400.1 |
| Total | 680 | 400.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 397.7 | |
| Total | 680 | 400.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001673141] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mason & Associates LLC
✚
|
VA | 0.4 |
|
The Capital Advisory Group Advisory Services LLC
✚
|
AZ | 0.4 |
|
Primesolutions Advisors LLC
✚
|
PA | 0.4 |
|
Cape Investment Advisory Inc
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|
GA | 0.4 |
|
Kassouf Wealth Advisors LLC
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|
AL | 0.4 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.4 |
|
Haven Wealth Group LLC
✚
|
TX | 0.4 |
|
Presidio Capital Management LLC
✚
|
CA | 0.4 |
|
Sterling Group Wealth Management LLC
✚
|
CA | 0.4 |
|
Pandowealth LLC
✚
|
0.4 |