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Financial Innovations, LLC

● SEC registered since 2007CRD 142769SEC# 801-67516Atlanta, GA
Export (members)
Reg. AUM
$400.1M
Employees
7
Accounts
680
Location
Atlanta, GA

Financial Innovations, LLC assets under management

Financial Innovations, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2007. It reports $400.1 million in regulatory assets under management and employs 7 people.
www.financialinnovations.bizView on SEC.gov ↗

Financial Innovations, LLC owners & executives

2 reported
NameTitleOwnershipSince
Laura Kim Schilling ControlManagerOver 75%2005
Laura Kim Schilling ControlChief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Financial Innovations, LLC manage?

Financial Innovations, LLC reports $400.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Innovations, LLC have?

Financial Innovations, LLC reports 7 employees.

Where is Financial Innovations, LLC located?

Financial Innovations, LLC is based in Atlanta, GA and has been SEC-registered since 2007.

Does Financial Innovations, LLC disclose fund performance?

Financial Innovations, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328
Phone404-458-0065
Fax404-393-3063
Office hours8:00-4:00 Est
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$400.1M
Total (RAUM)$400.1M