Financial Innovations, LLC
● SEC registered since 2007CRD 142769SEC# 801-67516Atlanta, GA
Reg. AUM
$535.2M
Employees
2
Accounts
1,071
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 $535.2 million in regulatory assets under management and employs 2 people.
Financial Innovations, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Kim Schilling Control | Chief Compliance Officer | Over 75% | 2007 |
| Laura Kim Schilling Control | Manager | Over 75% | 2005 |
Frequently asked questions
How much does Financial Innovations, LLC manage?
Financial Innovations, LLC reports $535.2 million in regulatory assets under management on its Form ADV.
How many employees does Financial Innovations, LLC have?
Financial Innovations, LLC reports 2 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
| Address | 6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328 |
| Phone | 404-458-0065 |
| Fax | 404-393-3063 |
| Office hours | 8:00-4:00 Est |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$535.2M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$535.2Mregulatory AUM
Discretionary $0Non-discretionary $535.2M