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Innovative Asset Advisors Group, LLC

● SEC registered since 2025CRD 336773SEC# 801-133714Shelton, CT
Export (members)
Reg. AUM
$297.9M
Employees
13
Accounts
666
Location
Shelton, CT

Innovative Asset Advisors Group, LLC assets under management

Innovative Asset Advisors Group, LLC is an investment advisory firm registered with the SEC based in Shelton, CT. The firm has been registered since 2025. It reports $297.9 million in regulatory assets under management and employs 13 people.

Innovative Asset Advisors Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
Anthony Peccerillo ControlChief Operating Officer/Chief Financial OfficerUnder 5%2025
Anthony Vincent Minopoli ControlChief Executive / Principal InvestorOver 75%2025
Baudpont Capital I, LPPrincipal Investor10-25%2025
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Frequently asked questions

How much does Innovative Asset Advisors Group, LLC manage?

Innovative Asset Advisors Group, LLC reports $297.9 million in regulatory assets under management on its Form ADV.

How many employees does Innovative Asset Advisors Group, LLC have?

Innovative Asset Advisors Group, LLC reports 13 employees.

Where is Innovative Asset Advisors Group, LLC located?

Innovative Asset Advisors Group, LLC is based in Shelton, CT and has been SEC-registered since 2025.

Does Innovative Asset Advisors Group, LLC disclose fund performance?

Innovative Asset Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Enterprise Drive, Suite 425, Shelton, CT 06484
Phone203-444-3599
Office hours8-4
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$297.9M▲ 122%
Oct '25 — $134.5MNov '25 — $134.5MDec '25 — $134.5MJan '26 — $134.5MFeb '26 — $134.5MMar '26 — $297.9MApr '26 — $297.9MMay '26 — $297.9MJun '26 — $297.9M
Oct '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$297.9Mregulatory AUM
Discretionary $297.9M