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| Keyboard |
| Financial Innovations LLC
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|---|---|
| CRD # | 142769 |
| SEC # | 801-67516 |
| CIK # | 0001673141 |
| AUM | 535.2 M (2026-03-20) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-458-0065 |
| Address | 6111 Peachtree Dunwoody Road Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 38.4 |
| (b) Individuals (high net worth individuals) | 234 | 467.0 |
| (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 | 13 | 22.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 4.4 |
| (n) Other | 6 | 3.4 |
| Total | 1,071 | 535.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,071 | 535.2 |
| Total | 1,071 | 535.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 532.9 | |
| Total | 1,071 | 535.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001673141] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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