INNOVATION PARTNERS LLC.

INNOVATION PARTNERS LLC
CHARLOTTE, North Carolina·10 registered advisors·CRD# 146344
SEC# 801-787022704-708-5461
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
245
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RECURRING FEE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INNOVATION PARTNERS LLC.

10 registered advisors
Chandler Alan Phillips
CHARLOTTE, North Carolina
Gregory Earl Smith
CHARLOTTE, North Carolina
CFA
Jesse Michael Scudder-Cotherman
CHARLOTTE, North Carolina
Lauren Arnett Uyesugi
CHARLOTTE, North Carolina
Laurie Simon Miller
CHARLOTTE, North Carolina
Lucinda Gale Shippy
CHARLOTTE, North Carolina
Patrick Emanuel Sutherland
CHARLOTTE, North Carolina
Peter Brown
CHARLOTTE, North Carolina
Willie Stokes
CHARLOTTE, North Carolina
Yanique Elaine Lawrence
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
10 advisors

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Data sourced from SEC Form ADV filings. INNOVATION PARTNERS LLC. (CRD# 146344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.