Innovation Partners LLC
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About this Advisor
Glenn Davidow is a certified financial planner in Charlotte, North Carolina. Currently an investment advisor with Innovation Partners LLC, they have gathered an impressive 39 years of practice as a registered investment advisor. Davidow maintains a Series 63 license, qualifying the advisor as a securities broker. Davidow is registered to work with clients based out of California. During their career, the advisor has held roles at Trustmont Financial Group, Inc, Davidow Financial & Ins. Srvs, Princor Financial Services Corporation, Ing Financial Partners, Inc, Avalon Investment & Securities Group, Ridgeway & Conger, Inc, Cherry Investment Advisors and Innovation Partners, LLC. Innovation Partners LLC is headquartered in Charlotte, North Carolina, and operates out of eight brick-and-mortar locations across the country. Overall, Innovation Partners LLC oversees $128 million in assets throughout 1,009 client accounts and retains more than 134 people. The amount of assets the firm manages places it among the mid-sized financial advisory firms in the United States. The firm manages 589 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 1,009 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Innovation Partners LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Innovation Partners LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Glenn Davidow Work History
Glenn has 39 years of experience.
Innovation Partners, LLC
Davidow Financial & Ins. Srvs
Ridgeway & Conger, Inc
Cherry Investment Advisors
Avalon Investment & Securities Group
Trustmont Financial Group, Inc
Ing Financial Partners, Inc
Princor Financial Services Corporation
Glenn Davidow has no disclosures.
Please visit their SEC profile for more details.