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INNOVATIVE ADVISORY GROUP

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

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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

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

Firm CRD#:

146618

SEC#:

801-122046

No. of Clients:

782

Assets under Management

$129,000,000

No. of Advisors:

9

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