INNOVATION CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
133551
Registered since
May 17, 2005

Firm profile

FINTRX

Overview

Innovation Capital, LLC is organized as a limited liability company and has been SEC-registered since 2005. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and identifies it as not functioning as a capital allocator. The dataset does not list advisory specializations, client segments, or specific business activities. Regulatory/status flags in the record indicate the firm is not identified as a multi-state adviser, is not flagged as a newly formed adviser, and is not marked as an active ESG investor or pension consultant.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Thomas Clark

    Financial AnalystCRD 7257890

  • ALEX WANG

    Partner, DirectorCRD 5424488

  • STEVEN THORNTON

    PresidentCRD 4496384

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
2255 Glades Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth