$89.2M Total AUM
$89.2M Disc. AUM
-- 3Y CAGR
1 Employees
158 ADV. Clients
8 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta atlas
- Established Date
- 11-20-2017
- Office Locations
- 1
Office Locations
2370 W. RAY Road Suite 3 Chandler AZ
About Innovative Financial Solutions, Inc.
Innovative Financial Solutions, Inc. is a Chandler, AZ RIA serving retail clients, including entrepreneurs, with unbiased, personalized financial advice. The firm pairs investment planning and portfolio construction with tax and estate planning plus insurance guidance. Portfolios are built primarily with ETFs and public funds, using a mix of active and index approaches within asset-allocation and risk-management frameworks. Uses the AssetMark platform.
Team overview
35 AVG AGE
$89.2M AVG AUM / ADVISOR
$564.5K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Ridge legacy Momentum catalyst Bridge delta
Client Personas
Oak
Custodian
North Ridge momentum Catalyst element Foundation
Investment Themes
Delta Insight oak Radial timber Eagle optima Focus
Investment Vehicles
Crest Signal
Platform
Prime
Services
Matrix Unison Vital Zenith insight Oak unison Signal Momentum radial Catalyst
Technology
Foundation
Owner & Executives
A
ALEXANDER TELIDIS
Advisor, President
- CRD
- #5689615
- Ownership
- 75% or more
(956) 367-4961
value.crest@vertexcapital.com
in linkedin.com/in/alpha-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,183,525 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,183,525 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,183,525
Equity - Exchange:
46.3% Public Funds:
39.4% Cash:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,463,968,085 | 46.3% |
| Public Funds | $2,096,767,658 | 39.4% |
| Cash | $761,009,581 | 14.3% |
| Total | $5,321,745,324 | 100.0% |