Overview
Assets Under Management: $298 million
Headquarters: SHELTON, CT
High-Net-Worth Clients: 64
Average Client Assets: $3.2 million
Frequently Asked Questions
INNOVATIVE ASSET ADVISORS 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 #336773), INNOVATIVE ASSET ADVISORS GROUP is subject to fiduciary duty under federal law.
INNOVATIVE ASSET ADVISORS GROUP is headquartered in SHELTON, CT.
INNOVATIVE ASSET ADVISORS GROUP serves 64 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, INNOVATIVE ASSET ADVISORS GROUP offers financial planning and portfolio management for individuals. View all service details ↓
INNOVATIVE ASSET ADVISORS GROUP manages $298 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, INNOVATIVE ASSET ADVISORS GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.30%
Average Client Assets: $3.2 million
Total Client Accounts: 666
Discretionary Accounts: 666
Regulatory Filings
CRD Number: 336773
Filing ID: 2057765
Last Filing Date: 2026-03-19 16:35:47