I
$26.0M Total AUM
$16.6M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2014
- Office Locations
- 1
Office Locations
-- Alexandria VA
About Investment Initiatives, LLC
Investment Initiatives, LLC is a Alexandria-based RIA. The firm has been operating for 12 years. Managing $26.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
69 AVG AGE
$26.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DENNIS JOHN BROWN
Chief Compliance Officer, Principal
- CRD
- #1637279
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,626,502 | -- |
| Non-Discretionary | $9,333,415 | -- |
| Total | $25,959,917 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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