Innovation Partners LLC
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About this Advisor
Thomas Vorenberg is a chartered financial consultant based out of Charlotte, North Carolina, who has been in the industry for 32 years. Vorenberg is currently employed by Innovation Partners LLC. Over the course of their career, they have held roles at Mml Investors Services, Massmutual Life Insurance Co, Innovation Partners LLC, Vorenberg And Asociates and G&V Real Estate Management LLC. Vorenberg maintains a Series 63 license, designating them as a securities agent, and is approved to work in Colorado, Michigan and Missouri. Innovation Partners LLC is a registered investment business that has its headquarters in Charlotte, North Carolina. The company has offices in eight locations and a total of 134 employees. It administers $128 million in assets across its 1,009 client accounts, placing it among the mid-sized firms in the nation by assets under management. The business performs a number of services, including 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. Financial management fees are based on which services the firm provides the client. However, fee types charged by Innovation Partners LLC most likely consist of 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
Thomas Vorenberg Work History
Thomas has 32 years of experience.
Innovation Partners LLC
G&V Real Estate Management LLC
Mml Investors Services
Massmutual Life Insurance Co
Vorenberg And Asociates
Thomas Vorenberg has no disclosures.
Please visit their SEC profile for more details.