| Name | Title | Ownership | Since |
|---|---|---|---|
| Blue Haven Group Inc Control | Member | 50-75% | 2008 |
| Kirk Ronald Chisholm Control | President | Under 5% | 2008 |
| Rajeev H Kotyan Control | Cco | Under 5% | 2008 |
Innovative Advisory Group, LLC reports $160.5 million in regulatory assets under management on its Form ADV.
Innovative Advisory Group, LLC reports 8 employees.
Innovative Advisory Group, LLC is based in Lexington, MA and has been SEC-registered since 2021.
Innovative Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 394 Lowell Street, Suite 8, Lexington, MA 02420 |
| Phone | 781-577-2782 |
| Fax | 781-268-5060 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $160.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $160.5M |