INNOVATIVE FINANCIAL ADVISORS, LLC

INNOVATIVE FINANCIAL ADVISORS, LLC of LINCOLN, CA is an SEC-registered investment adviser (CRD 171614).

Registration

• CRD: 171614
• Type: Registered investment adviser
• Location: 801 STERLING PKWY, LINCOLN, CA, 95648
• Phone: 650-440-1589
• Latest filing: 2026-04-03
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171614 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search