Glenn
Davidow

Innovation Partners LLC

CRD#1009265
Investment Advisor
in Charlotte, NC
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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

Series 63, Certified Financial Planner

Years of Experience

39 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

5950 Fairview Road Suite 806
Charlotte, NC 28210

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Innovation Partners LLC Brokerage Details

Total Assets Under Management

$119,135,269

NC Average: $3,625,019,099
Total Number of Employees

137

NC Average: 22
Total Number of Accounts

1,010

NC Average: 1,917
Average Account Size

$117,956

NC Average: $1,890,985

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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
  • Other

Glenn Davidow Work History

Glenn has 39 years of experience.

2016 - Present (3 years)

Innovation Partners, LLC

2013 - 2016 (3 years)

Ridgeway & Conger, Inc

2013 - 2016 (3 years)

Cherry Investment Advisors

2012 - 2013 (1 years)

Avalon Investment & Securities Group

2011 - 2012 (1 years)

Trustmont Financial Group, Inc

2009 - 2010 (1 years)

Ing Financial Partners, Inc

2004 - 2008 (4 years)

Princor Financial Services Corporation

1979 - Present (40 years)

Davidow Financial & Ins. Srvs

Disclosures

Glenn Davidow has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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