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INNOVATIVE ADVISORY GROUP, LLC
INNOVATIVE ADVISORY GROUP, LLC
INNOVATIVE ADVISORY GROUP
LEXINGTON, Massachusetts
·
2 registered advisors
·
CRD# 146618
SEC# 801-122046
5
781-577-2782
01
Firm Overview
AUM
$129M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INNOVATIVE ADVISORY GROUP, LLC
2 registered advisors
Kirk Ronald Chisholm
LEXINGTON, Massachusetts
CRD# 4004975
Rajeev H Kotyan
LEXINGTON, Massachusetts
CRD# 5479610
05
Office Locations
LEXINGTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. INNOVATIVE ADVISORY GROUP, LLC (CRD# 146618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.