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Innovative Premier Financial Services

EST. AUM
$100,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website innovativepfs.com
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Overview

Founding principals David and Kate Frank, with almost 50 years of combined experience, have been serving their clients in Houston since the early 1990s. They envisioned creating a relationship-based organization that focuses on providing clients with a macro-economic financial management system supported by a relationship-based process. This creates an education-based environment for their team, consumers, and clients as to the benefits of comprehensive strategic and dynamic planning with their ‘Protection First Philosophy’.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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