Innovation Partners LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 146344
- Registered since
- October 24, 2013
- Website
- innovationpartnersllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Innovation Partners LLC is a small, SEC-registered investment firm organized as an LLC and in operation since 2013. It functions principally as an independent broker‑dealer and insurance broker while also providing advisory services. The firm identifies itself as a capital allocator serving individual and family clients across multiple states. Its advisory menu includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. Fees are charged through a mix of AUM percentage, hourly and fixed fees, and other arrangements. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Other32%
- US Government Bonds14%
Owners & executives
3 of 19
Michael Grant
CEOCRD 4468407
Victor Clement
President and CIOCRD 6231166
James Van Epps
Chief Executive OfficerCRD 844958
Contacts
3 of 337
Matthew Greiner
Financial AdvisorCRD 5762805
Steven Woodruff
Registered RepresentativeCRD 5771338
Richard Lam
Registered RepresentativeCRD 5798200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 5950 Fairview Rd
- Time zone
- ET (UTC-5)
- Office locations
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