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| Happy Holidays!! thanks for using AUM13F!! |
| Innovative Advisory Group LLC
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| CRD # | 146618 |
| SEC # | 801-122046 |
| CIK # | |
| AUM | $160.5 M (2025-03-20) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 781-577-2782 |
| Address | 394 Lowell Street, Suite 8 Lexington, MA 02420 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 99.0 |
| (b) Individuals (high net worth individuals) | 29 | 60.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 160.5 |
| By Discretionary | ||
| Discretionary | 790 | 160.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 790 | 160.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.5 | |
| Total | 790 | 160.5 |
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|---|---|---|
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✚
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IL | 0.2 |
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0.2 | |
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Arnold Castellano and Associates LLC
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LA | 0.2 |
|
Parkview Asset Management Inc
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IL | 0.2 |
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ND Pitman & Company Inc
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|
AL | 0.2 |
|
Frankly Finances LLC
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0.2 | |
|
Stratigraphic Asset Management Inc
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|
0.2 | |
|
Newbridge Wealth Management LLC
✚
|
PA | 0.2 |