Innovation Partners LLC

Innovation Partners LLC (CRD# 146344) is a financial advisory firm headquartered in Charlotte, NC. They serve the financial needs of clients across 40 states (or territories).

Current Firm Details
5950 Fairview Road, Suite 140, Charlotte, NC 28210
http://www.innovationpartnersllc.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Innovation Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian Biederman, financial advisor Charlotte NC
Brian L. Biederman
CRD#: 1237596
5950 Fairview Road, Suite 140, Charlotte, NC 28210

Brian Biederman (CRD# 1237596) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 40 years of experience in the finance industry.

2
Gregory Smith, financial advisor Charlotte NC
Gregory E. Smith
CRD#: 1252027
5950 Fairview Road, Suite 140, Charlotte, NC 28210

Gregory Smith (CRD# 1252027) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 37 years of experience in the finance industry.

3
Robert Bancroft, financial advisor Westport MA
Robert S. Bancroft
CRD#: 7077000
909 State Road , Ma 02790, United States, Westport, MA 02790

Robert Bancroft (CRD# 7077000) is an Investment Advisor Representative working at Innovation Partners LLC in Westport, MA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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