INNOVATIVE ADVISORY GROUP - Financial Advisor in Massachusetts, Lexington

Tel: 781-577-2782 394 Lowell Street, Suite 8 Lexington, Massachusetts 02420

About INNOVATIVE ADVISORY GROUP

INNOVATIVE ADVISORY GROUP is a Lexington, Massachusetts based financial advisory firm with nearly $129,000,000 in assets under management and provides investment advisory services for 782 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

146618

Firm SEC#:

801-122046

Assets Under Management:

$129,000,000

No. of Clients:

782

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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