$194.0M Total AUM
$194.0M Disc. AUM
11.4% 3Y CAGR
10 Employees
600 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Community National Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-09-2008
- Office Locations
- 10
Office Locations
394 Lowell Street, Suite 8 Lexington MA
-- -- AZ
-- -- GA
About Innovative Advisory Group
Innovative Advisory Group (IAG) is an independent wealth management and financial planning firm serving individuals and families. The team emphasizes risk management and due diligence and builds portfolios using both traditional and alternative investments, including support for self-directed IRA and self-directed 401(k) strategies. Custodies assets with Charles Schwab.
Team overview
47 AVG AGE
$21.6M AVG AUM / ADVISOR
$323.3K AVG AUM / CLIENT
8.4 yrs AVG TENURE
10 Employees
9 Advisory Reps
9 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
KIRK RONALD CHISHOLM
President
- CRD
- #4004975
- Ownership
- Less than 5%
Available
Available
Available
R
RAJEEV H KOTYAN
Chief Compliance Officer
- CRD
- #5479610
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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KIRK RONALD CHISHOLM
President
- CRD
- #4004975
Available
Available
Available
PAUL R DIO
Wealth Advisor
- CRD
- #6003511
Available
Available
Available
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,000,000 | $242,500 |
| Non-Discretionary | $0 | -- |
| Total | $194,000,000 | $242,500 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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