Innovative Advisory Group
Innovative Advisory Group is an SEC-registered mass-market adviser in Lexington, MA with $194.0M assets under management (AUM, regulatory AUM), +50% over one year. See who owns Innovative Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146618, SEC 801-122046, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $194.0M (2026-02-19)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, MA
- Employees
- 10
- Clients
- 300
- CRD
- 146618
- Ownership
- BLUE HAVEN GROUP INC; KOTYAN, RAJEEV, H; STIRLING GLOBAL ADVISORS, LLC; CHISHOLM, KIRK, RONALD
How much AUM does Innovative Advisory Group have?
Innovative Advisory Group reported $194.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Innovative Advisory Group?
Disclosed owners and executives of Innovative Advisory Group include BLUE HAVEN GROUP INC, KOTYAN, RAJEEV, H, STIRLING GLOBAL ADVISORS, LLC, CHISHOLM, KIRK, RONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.