Innovative Advisory Group, LLC
● SEC registered since 2021CRD 146618SEC# 801-122046Lexington, MA
Reg. AUM
$194M
Employees
10
Accounts
800
Location
Lexington, MA
Innovative Advisory Group, LLC assets under management
Innovative Advisory Group, LLC operates as an SEC-registered investment adviser based in Lexington, MA. The firm has been registered since 2021. It reports $194 million in regulatory assets under management and employs 10 people.
Innovative Advisory Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blue Haven Group Inc Control | Member | 50-75% | 2008 |
| Kirk Ronald Chisholm Control | President | Under 5% | 2008 |
| Rajeev H Kotyan Control | Cco | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Innovative Advisory Group, LLC manage?
Innovative Advisory Group, LLC reports $194 million in regulatory assets under management on its Form ADV.
How many employees does Innovative Advisory Group, LLC have?
Innovative Advisory Group, LLC reports 10 employees.
Where is Innovative Advisory Group, LLC located?
Innovative Advisory Group, LLC is based in Lexington, MA and has been SEC-registered since 2021.
Does Innovative Advisory Group, LLC disclose fund performance?
Innovative Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 394 Lowell Street, Suite 8, Lexington, MA 02420 |
| Phone | 781-577-2782 |
| Fax | 781-268-5060 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$194M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$194Mregulatory AUM
Discretionary $194M