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Kirk Ronald Chisholm

INNOVATIVE ADVISORY GROUP, LLC·LEXINGTON, Massachusetts
Clean recordINNOVATIVE ADVISORY GROUP, LLC
394 LOWELL STREET, SUITE 8, LEXINGTON, MA 02420CRD# 4004975Firm CRD# 146618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kirk Ronald Chisholm · LEXINGTON, MA
Registration
CRD #4004975 · INNOVATIVE ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kirk Ronald Chisholm is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with INNOVATIVE ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INNOVATIVE ADVISORY GROUP, LLC
INNOVATIVE ADVISORY GROUP
AUM
$129M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INNOVATIVE ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4004975
Firm CRD# 146618
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kirk Ronald Chisholm offer?
Kirk Ronald Chisholm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Kirk Ronald Chisholm's credentials?
Kirk Ronald Chisholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirk Ronald Chisholm located?
Kirk Ronald Chisholm is based in LEXINGTON, Massachusetts, working with INNOVATIVE ADVISORY GROUP, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Kirk Ronald Chisholm charge for services?
Kirk Ronald Chisholm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVATIVE ADVISORY GROUP, LLC?
INNOVATIVE ADVISORY GROUP, LLC has approximately 9 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INNOVATIVE ADVISORY GROUP, LLC

Rajeev H Kotyan
LEXINGTON, MA

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