Overview
Assets Under Management: $194 million
Headquarters: LEXINGTON, MA
High-Net-Worth Clients: 28
Average Client Assets: $2.5 million
Frequently Asked Questions
INNOVATIVE ADVISORY GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146618), INNOVATIVE ADVISORY GROUP is subject to fiduciary duty under federal law.
INNOVATIVE ADVISORY GROUP is headquartered in LEXINGTON, MA.
INNOVATIVE ADVISORY GROUP serves 28 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, INNOVATIVE ADVISORY GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
INNOVATIVE ADVISORY GROUP manages $194 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, INNOVATIVE ADVISORY GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.08%
Average Client Assets: $2.5 million
Total Client Accounts: 800
Discretionary Accounts: 800
Regulatory Filings
CRD Number: 146618
Filing ID: 2057239
Last Filing Date: 2026-02-19 17:57:32