CRD: 142769
Financial Innovations, LLC
$535.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
361 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-2007
- Office Locations
- 1
Office Locations
6111 Peachtree Dunwoody Road Suite F101 Atlanta GA
About Financial Innovations, LLC
Financial Innovations, LLC is an Atlanta-based, value-oriented planning and wealth management firm providing financial, retirement, tax, estate, and insurance planning alongside portfolio construction tailored to goals and risk tolerance. The team supports multi-generational individuals and families through life transitions. Led by Laura K. Schilling (J.D., CPA, CFP®, PFS™); securities offered through Osaic Wealth.
Team overview
55 AVG AGE
$267.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
LAURA KIM SCHILLING
Manager
- CRD
- #4523323
- Ownership
- 75% or more
Available
Available
Available
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CHARLES HOWARD GOLDBERG
--
- CRD
- #4877610
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $535,198,043 | $499,718 |
| Total | $535,198,043 | $499,718 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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