Thomas
Vorenberg

Innovation Partners LLC

CRD#1589190
Investment Advisor
in Charlotte, NC
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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

Series 63, Chartered Financial Consultant

Years of Experience

32 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

Thomas Vorenberg Work History

Thomas has 32 years of experience.

2013 - Present (6 years)

Innovation Partners LLC

1986 - Present (33 years)

Vorenberg And Asociates

2010 - 2015 (5 years)

G&V Real Estate Management LLC

2001 - 2013 (12 years)

Mml Investors Services

2001 - 2013 (12 years)

Massmutual Life Insurance Co

Disclosures

Thomas Vorenberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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