Innovative Asset Advisors Group
Innovative Asset Advisors Group is an SEC-registered mass-market adviser in Shelton, CT with $297.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Innovative Asset Advisors Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336773, SEC 801-133714, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $297.9M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Shelton, CT
- Employees
- 13
- Clients
- 373
- CRD
- 336773
- Ownership
- SMITH, CHARLES, DANIEL; Shugrue, Lauren, E; MINOPOLI, ANTHONY, VINCENT; SPEACHT, WILLIAM, HENRY; PECCERILLO, ANTHONY
How much AUM does Innovative Asset Advisors Group have?
Innovative Asset Advisors Group reported $297.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Innovative Asset Advisors Group?
Disclosed owners and executives of Innovative Asset Advisors Group include SMITH, CHARLES, DANIEL, Shugrue, Lauren, E, MINOPOLI, ANTHONY, VINCENT, SPEACHT, WILLIAM, HENRY, PECCERILLO, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.