FINANCIAL INNOVATIONS, LLC
CRD #142769 SEC #801-67516 ATLANTA, GA 404-458-0065
SEC Registered
Total AUM
$400.1M
Discretionary
$0
Employees
7
Clients
10
Accounts
680
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $400.1M | $0 | $400.1M | 7 | 5 |
| Sep 2024 | $362.9M | $0 | $362.9M | 6 | 10 |
| Mar 2024 | $362.9M | $0 | $362.9M | 6 | 10 |
| May 2023 | $308.3M | $0 | $308.3M | 8 | 10 |
| Mar 2023 | $308.3M | $0 | $308.3M | 8 | 10 |
| Mar 2022 | $298.2M | $0 | $298.2M | 7 | 6 |
| Mar 2022 | $298.2M | $0 | $298.2M | 7 | 6 |
| Aug 2021 | $263.1M | $3.6M | $259.6M | 7 | 7 |
| Apr 2021 | $263.1M | $3.6M | $259.6M | 7 | 7 |
| Mar 2021 | $263.1M | $3.6M | $259.6M | 7 | 7 |
| Sep 2020 | $229.3M | $4.9M | $224.4M | 5 | 20 |
| Aug 2020 | $256.9M | $0 | $256.9M | 5 | 20 |
| Jun 2020 | $256.9M | $0 | $256.9M | 5 | 20 |
| Apr 2020 | $256.9M | $0 | $256.9M | 5 | 20 |
| Mar 2020 | $256.9M | $0 | $256.9M | 5 | 20 |
| Jul 2019 | $213.2M | $212.3M | $830K | 4 | 15 |
| Apr 2019 | $213.2M | $212.3M | $830K | 4 | 15 |
| Jan 2019 | $213.2M | $212.3M | $830K | 4 | 15 |
| Jan 2019 | $215M | $0 | $215M | 3 | 15 |
| Jan 2018 | $215M | $0 | $215M | 3 | 15 |
| Jan 2017 | $185M | $0 | $185M | 2 | 225 |
| Apr 2016 | $164.5M | $0 | $164.5M | 2 | 225 |
| Feb 2016 | $164.5M | $0 | $164.5M | 2 | 225 |
| Jul 2015 | $172.6M | $0 | $172.6M | 2 | 200 |
| Jan 2015 | $172.6M | $0 | $172.6M | 2 | 200 |
| Jul 2014 | $148.2M | $0 | $148.2M | 2 | 200 |
| Apr 2014 | $148.2M | $0 | $148.2M | 2 | 200 |
| Mar 2014 | $148.2M | $0 | $148.2M | 2 | 200 |
| Jan 2014 | $148.2M | $0 | $148.2M | 2 | 200 |
| Jan 2014 | $148.2M | $0 | $148.2M | 2 | 200 |
| Oct 2013 | $119.5M | $0 | $119.5M | 2 | 200 |
| Feb 2013 | $119.5M | $0 | $119.5M | 2 | 200 |
| Jan 2013 | $119.5M | $0 | $119.5M | 2 | 200 |
| Oct 2012 | $91.1M | $0 | $91.1M | 1 | 200 |
| Jun 2012 | $91.1M | $0 | $91.1M | 1 | 200 |
| Jun 2012 | $91.1M | $0 | $91.1M | 1 | 200 |
| Mar 2012 | $91.1M | $0 | $91.1M | 1 | 200 |
| Jan 2012 | $91.1M | $0 | $91.1M | 1 | 200 |
| Jan 2012 | $91.1M | $0 | $91.1M | 1 | 200 |
| Dec 2011 | $88.5M | $0 | $88.5M | 1 | 200 |
| Jun 2011 | $72.8M | $0 | $72.8M | 5 | -- |
| Apr 2011 | $72.8M | $0 | $72.8M | 5 | -- |
| Mar 2011 | $72.8M | $0 | $72.8M | 5 | -- |
| Jan 2010 | $67.4M | $0 | $67.4M | 5 | -- |
| Jan 2008 | $55M | $0 | $55M | 5 | -- |
| May 2007 | $25.5M | $0 | $25.5M | 5 | -- |
DateMar 2025
Total AUM$400.1M
Discretionary$0
Non-Disc.$400.1M
Employees7
Clients5
DateSep 2024
Total AUM$362.9M
Discretionary$0
Non-Disc.$362.9M
Employees6
Clients10
DateMar 2024
Total AUM$362.9M
Discretionary$0
Non-Disc.$362.9M
Employees6
Clients10
DateMay 2023
Total AUM$308.3M
Discretionary$0
Non-Disc.$308.3M
Employees8
Clients10
DateMar 2023
Total AUM$308.3M
Discretionary$0
Non-Disc.$308.3M
Employees8
Clients10
DateMar 2022
Total AUM$298.2M
Discretionary$0
Non-Disc.$298.2M
Employees7
Clients6
DateMar 2022
Total AUM$298.2M
Discretionary$0
Non-Disc.$298.2M
Employees7
Clients6
DateAug 2021
Total AUM$263.1M
Discretionary$3.6M
Non-Disc.$259.6M
Employees7
Clients7
DateApr 2021
Total AUM$263.1M
Discretionary$3.6M
Non-Disc.$259.6M
Employees7
Clients7
DateMar 2021
Total AUM$263.1M
Discretionary$3.6M
Non-Disc.$259.6M
Employees7
Clients7
DateSep 2020
Total AUM$229.3M
Discretionary$4.9M
Non-Disc.$224.4M
Employees5
Clients20
DateAug 2020
Total AUM$256.9M
Discretionary$0
Non-Disc.$256.9M
Employees5
Clients20
DateJun 2020
Total AUM$256.9M
Discretionary$0
Non-Disc.$256.9M
Employees5
Clients20
DateApr 2020
Total AUM$256.9M
Discretionary$0
Non-Disc.$256.9M
Employees5
Clients20
DateMar 2020
Total AUM$256.9M
Discretionary$0
Non-Disc.$256.9M
Employees5
Clients20
DateJul 2019
Total AUM$213.2M
Discretionary$212.3M
Non-Disc.$830K
Employees4
Clients15
DateApr 2019
Total AUM$213.2M
Discretionary$212.3M
Non-Disc.$830K
Employees4
Clients15
DateJan 2019
Total AUM$213.2M
Discretionary$212.3M
Non-Disc.$830K
Employees4
Clients15
DateJan 2019
Total AUM$215M
Discretionary$0
Non-Disc.$215M
Employees3
Clients15
DateJan 2018
Total AUM$215M
Discretionary$0
Non-Disc.$215M
Employees3
Clients15
DateJan 2017
Total AUM$185M
Discretionary$0
Non-Disc.$185M
Employees2
Clients225
DateApr 2016
Total AUM$164.5M
Discretionary$0
Non-Disc.$164.5M
Employees2
Clients225
DateFeb 2016
Total AUM$164.5M
Discretionary$0
Non-Disc.$164.5M
Employees2
Clients225
DateJul 2015
Total AUM$172.6M
Discretionary$0
Non-Disc.$172.6M
Employees2
Clients200
DateJan 2015
Total AUM$172.6M
Discretionary$0
Non-Disc.$172.6M
Employees2
Clients200
DateJul 2014
Total AUM$148.2M
Discretionary$0
Non-Disc.$148.2M
Employees2
Clients200
DateApr 2014
Total AUM$148.2M
Discretionary$0
Non-Disc.$148.2M
Employees2
Clients200
DateMar 2014
Total AUM$148.2M
Discretionary$0
Non-Disc.$148.2M
Employees2
Clients200
DateJan 2014
Total AUM$148.2M
Discretionary$0
Non-Disc.$148.2M
Employees2
Clients200
DateJan 2014
Total AUM$148.2M
Discretionary$0
Non-Disc.$148.2M
Employees2
Clients200
DateOct 2013
Total AUM$119.5M
Discretionary$0
Non-Disc.$119.5M
Employees2
Clients200
DateFeb 2013
Total AUM$119.5M
Discretionary$0
Non-Disc.$119.5M
Employees2
Clients200
DateJan 2013
Total AUM$119.5M
Discretionary$0
Non-Disc.$119.5M
Employees2
Clients200
DateOct 2012
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees1
Clients200
DateJun 2012
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees1
Clients200
DateJun 2012
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees1
Clients200
DateMar 2012
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees1
Clients200
DateJan 2012
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees1
Clients200
DateJan 2012
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees1
Clients200
DateDec 2011
Total AUM$88.5M
Discretionary$0
Non-Disc.$88.5M
Employees1
Clients200
DateJun 2011
Total AUM$72.8M
Discretionary$0
Non-Disc.$72.8M
Employees5
Clients--
DateApr 2011
Total AUM$72.8M
Discretionary$0
Non-Disc.$72.8M
Employees5
Clients--
DateMar 2011
Total AUM$72.8M
Discretionary$0
Non-Disc.$72.8M
Employees5
Clients--
DateJan 2010
Total AUM$67.4M
Discretionary$0
Non-Disc.$67.4M
Employees5
Clients--
DateJan 2008
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateMay 2007
Total AUM$25.5M
Discretionary$0
Non-Disc.$25.5M
Employees5
Clients--