INNOVATIVE FINANCIAL SOLUTIONS, INC.

INNOVATIVE FINANCIAL SOLUTIONS, INC. of CHANDLER, AZ is an SEC-registered investment adviser (CRD 289906). Regulatory assets under management: $89.2M.

Registration

• CRD: 289906
• Type: Registered investment adviser
• Location: 2370 W. RAY ROAD, CHANDLER, AZ, 85224
• Phone: (480) 345-8540
• Latest filing: 2026-03-30
• Regulatory AUM: $89.2M
• Discretionary AUM: $89.2M
• Clients: 1
• Accounts: 240

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289906 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search