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INNOVATIVE ASSET ADVISORS GROUP
INNOVATIVE ASSET ADVISORS GROUP, LLC
CRD 336773 · SEC 801-133714
1 ENTERPRISE DRIVE, SUITE 425, SHELTON, CT, 06484, United States
Phone
203-444-3599
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$297.9M
Discretionary AUM
$297.9M
Team
13 total employees; 11 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 309 | $91.5M |
| High net worth individuals | 64 | $206.5M |
States served
VT, CA, MA, NY, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD