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INNOVATIVE ADVISORY GROUP
394 Lowell Street, Suite 8
Lexington, Massachusetts 02420
Tel: 781-577-2782
About INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP, formally registered with the SEC as INNOVATIVE ADVISORY GROUP. The firm was established in 10/28/2021. They have over 6 offices throughout the country.
INNOVATIVE ADVISORY GROUP is a Lexington, Massachusetts based Financial Planning firm with nearly $129,000,000 assets under management, offering retirement planning & investment advisory services to 782 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146618 |
| SEC# | 801-122046 |
| Assets Managed by Firm | $129,000,000 |
| No. of Clients | 782 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 782 | $129,000,000 |
| Individuals (other than high net worth individuals) | 270 | $71,250,000 |
| High net worth individuals | 29 | $57,600,000 |
| Charitable organizations | 1 | $150,000 |
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|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
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| $824,740,096,815 | 1965880 | 269 |
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