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Charles Daniel Smith

Principal InvestorInnovative Asset Advisors Group, LLCCRD 4419053

About Charles Daniel Smith

Charles Daniel Smith is listed as Principal Investor at Innovative Asset Advisors Group, LLC in Shelton, CT. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Innovative Asset Advisors Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Daniel Smith work?

Charles Daniel Smith is listed as Principal Investor at Innovative Asset Advisors Group, LLC on SEC Form ADV.

How much of Innovative Asset Advisors Group, LLC does Charles Daniel Smith own?

Form ADV reports a beneficial ownership band of 10-25%.

Innovative Asset Advisors Group, LLC

TitlePrincipal Investor
Ownership10-25%
Control personNo
Since2025