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INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP, LLC
CRD 146618 · SEC 801-122046
394 LOWELL STREET, SUITE 8, LEXINGTON, MA, 02420, United States
Phone
781-577-2782
Fax
781-268-5060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.0M
Discretionary AUM
$194.0M
Team
10 total employees; 9 advisory reps; 300 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $121.8M |
| High net worth individuals | 28 | $70.0M |
| Charitable organizations | 2 | $2.2M |
States served
AZ, CA, CO, LA, ME, MD, MA, MI, MN, NE, NJ, NY, NC, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD