SEC Form ADV · CIK 2156202

INNOVATIVE ADVISORY GROUP

Firm profile: Innovative Advisory Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$194.0M
Assets Under Management
300
Total Clients
9
Employees
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Registration Details

CIK
2156202
Accession
crd-146618
Location
LEXINGTON, MA
Filing Date
September 22, 2026
AUM
$194.0M
Total Clients
300
Institutional Clients
2
Employees
9
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

INNOVATIVE ADVISORY GROUP is a registered investment adviser headquartered in LEXINGTON, MA, managing approximately $194.0M in assets across 300 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.