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INNOVATIVE FINANCIAL ADVISORS, LLC

CRD 171614

Visit website

801 STERLING PKWY, SUITE 110, LINCOLN, CA, 95648, United States

Phone

650-440-1589

Fax

916-409-5033

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 27 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees; REFFERAL FEES

Org form

Limited Liability Company

Filing date

2026-04-03

Disciplinary history

No

Services

Financial planningSelection of other advisersEducational seminars

All web addresses on file

Official SEC filing: View on IAPD