FINANCIAL INNOVATIONS, LLC

FINANCIAL INNOVATIONS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 142769). Regulatory assets under management: $535.2M.

Registration

• CRD: 142769
• SEC file number: 801-67516
• Type: Registered investment adviser
• Location: 6111 PEACHTREE DUNWOODY ROAD, SUITE F101, ATLANTA, GA, 30328
• Phone: 404-458-0065
• Latest filing: 2026-03-20
• Regulatory AUM: $535.2M
• Non-discretionary AUM: $535.2M
• Clients: 2
• Accounts: 1,071

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142769 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search