RIA Intel›Advisers›Arizona›INNOVATIVE FINANCIAL SOLUTIONS, INC.

INNOVATIVE FINANCIAL SOLUTIONS, INC.

Advisory

CHANDLER, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in AZ

#288

of 387 advisers by AUM

Average account

$372K

across 240 accounts

AUM per adviser

$89M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients90

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

90 clients

42 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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