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| Innovative Asset Advisors Group LLC
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|
|---|---|
| CRD # | 336773 |
| SEC # | 801-133714 |
| CIK # | 0002127147 |
| AUM | $297.9 M (2026-03-19) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 203-444-3599 |
| Address | 1 Enterprise Drive, Suite 425 Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.4 | ||
| Apple Inc | 8.8 | ||
| Microsoft Corp | 6.5 | ||
| Amazon Com Inc | 4.4 | ||
| Alphabet Inc | 3.4 | ||
| Broadcom Inc | 3.4 | ||
| SPDR Gold Trust | 3.0 | ||
| Yandex NV | 2.5 | ||
| Alphabet Inc | 2.1 | ||
| United Technologies Corp /DE/ | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 91.5 |
| (b) Individuals (high net worth individuals) | 64 | 206.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 297.9 |
| By Discretionary | ||
| Discretionary | 666 | 297.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 666 | 297.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.9 | |
| Total | 666 | 297.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002127147] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Security First Financial Inc
✚
|
MI | 0.3 |
|
Kovalcik & Geraghty Wealth Partners LLP
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|
OH | 0.3 |
|
Dovetail Financial Group LLC
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|
NC | 0.3 |
|
Aqua Advisors LLC
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0.3 | |
|
Bowers Wealth Management Inc
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NV | 0.3 |
|
Interwealth Management LLC
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AZ | 0.3 |
|
Stern Capital Management Inc
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|
NJ | 0.3 |
|
Beacon Financial Advisors Ltd
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|
TX | 0.3 |
|
Fearless Solutions LLC
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|
TX | 0.3 |
|
The Yanker Group Inc
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|
MO | 0.3 |