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Innovative Advisory Partners, LLC

● SEC registered since 2013CRD 156135SEC# 801-78600Hixson, TN
Export (members)
Reg. AUM
$260.4M
Employees
8
Accounts
1,108
Location
Hixson, TN

Innovative Advisory Partners, LLC assets under management

Innovative Advisory Partners, LLC is a registered investment adviser overseen by the SEC based in Hixson, TN. The firm has been registered since 2013. It reports $260.4 million in regulatory assets under management and employs 8 people.
www.linkedin.com/in/joe-franklin-cfp-38666461View on SEC.gov ↗

Innovative Advisory Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Franklin Wealth Management, LLC ControlOwnerOver 75%2018
Joe David Franklin ControlChief Compliance Officer / Chief Executive OfficerUnder 5%2019
Joe David Franklin ControlOwnerOver 75%2010

Frequently asked questions

How much does Innovative Advisory Partners, LLC manage?

Innovative Advisory Partners, LLC reports $260.4 million in regulatory assets under management on its Form ADV.

How many employees does Innovative Advisory Partners, LLC have?

Innovative Advisory Partners, LLC reports 8 employees.

Where is Innovative Advisory Partners, LLC located?

Innovative Advisory Partners, LLC is based in Hixson, TN and has been SEC-registered since 2013.

Does Innovative Advisory Partners, LLC disclose fund performance?

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

Contact & registration

Address4700 Hixson Pike, Hixson, TN 37343-4806
Phone423-870-2140
Fax423-870-2164
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$252.1M
Non-discretionary$8.3M
Total (RAUM)$260.4M