$21.7M Total AUM
$21.7M Disc. AUM
-- 3Y CAGR
305 Employees
26 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- Insight peakCatalyst optima
- Established Date
- 03-25-2009
- Office Locations
- 68
Office Locations
10399 Double R Blvd Suite 106 Reno NV
10900 183rd Street Suite 215 Cerritos CA
10930 Crabapple Road Suite 206 Roswell GA
About Innovation Partners LLC
Innovation Partners LLC is a Charlotte-based RIA with 68 offices. The firm has been operating for 17 years. Managing $21.7M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
49 AVG AGE
$21.7M AVG AUM / ADVISOR
$833.9K AVG AUM / CLIENT
4.1 yrs AVG TENURE
305 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Vector Pioneer summit Focus atlas
Client Personas
Fusion ember
Custodian
Value
Investment Themes
Eagle summit Fusion Zenith
Investment Vehicles
Vector capital
Services
North Summit Vector summit Catalyst capital Zenith North foundation Horizon atlas North crest
Technology
Signal frontier Fusion
Owner & Executives
R
Robert NMN Campbell
Finop
- CRD
- #1349154
- Ownership
- Less than 5%
(331) 978-7359
vertex.insight@elementcapital.com
in linkedin.com/in/ridge-fusion
M
Matthew John McNabb
Financial Advisor
- CRD
- #2119641
- Ownership
- Less than 5%
(789) 579-1989
pathway.vital@radialcapital.com
in linkedin.com/in/fusion-wave
B
Beacon fusion
Pathway optima ember
- CRD
- #19545
- Ownership
- 37.6%
(518) 435-7845
vector.insight@atlascapital.com
in linkedin.com/in/quantum-vector
Showing 2 of 4 owners & executives
Unlock allContacts
STEVEN PAUL ABELS
Chief Compliance Officer, Managing Member, Managing Partner, Wealth Advisor
- CRD
- #4205168
(917) 923-7157
quantum.catalyst@optimacapital.com
in linkedin.com/in/frontier-capital
T
Thomas John Adolph
--
- CRD
- #4005957
(640) 613-9739
capital.element@meridiancapital.com
in linkedin.com/in/pioneer-eagle
M
Matrix atlas
Delta quantum
- CRD
- #84264
(847) 901-9164
vertex.unison@insightcapital.com
in linkedin.com/in/optima-radial
Showing 2 of 353 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,681,537 | $602,265 |
| Non-Discretionary | $0 | -- |
| Total | $21,681,537 | $602,265 |
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Separately Managed Accounts
Total SMA Asset: $21,681,537
Equity - Exchange:
40.2% Other:
30.2% U.S. Government/Agency:
29.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,354,628,599 | 40.2% |
| Other | $1,768,900,091 | 30.2% |
| U.S. Government/Agency | $1,733,756,381 | 29.6% |
| Total | $5,857,285,071 | 100.0% |