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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 08-27-2003
- Office Locations
- 1
Office Locations
About Innovative Financial, LLC
Innovative Financial, LLC is a fee-only, commission-free RIA providing ongoing financial planning, tax planning/preparation, and custom, tax-aware investment management. The firm serves retirees and pre-retirees, women in transition, young professionals, and business owners, building portfolios around goals and risk tolerance. Clients get a comprehensive plan plus a secure, all-in-one system to store financial data; accounts are custodied at Fidelity/NFS.
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Owner & Executives
Betty Lin Wang
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #6611103
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DEDE M SMOLEN
Managing Director
- CRD
- #4436189
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,290,978 | $1,238,717 |
| Non-Discretionary | $0 | -- |
| Total | $105,290,978 | $1,238,717 |
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Separately Managed Accounts
Total SMA Asset: $105,290,978
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $737,053,310 | 27.7% |
| Equity - Exchange | $851,469,528 | 32.0% |
| Cash | $1,072,319,437 | 40.3% |
| Total | $2,660,842,275 | 100.0% |