INNOVATIVE ADVISORY GROUP, LLC
Legal name: INNOVATIVE ADVISORY GROUP
CRD #146618 SEC #801-122046 LEXINGTON, MA 781-577-2782
SEC Registered
Total AUM
$160.5M
Discretionary
$160.5M
Employees
10
Clients
11
Accounts
790
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $160.5M | $160.5M | $0 | 10 | 300 |
| Sep 2025 | $160.5M | $160.5M | $0 | 8 | 300 |
| Mar 2025 | $160.5M | $160.5M | $0 | 8 | 300 |
| Jun 2024 | $129M | $129M | $0 | 9 | 300 |
| Mar 2024 | $129M | $129M | $0 | 9 | 300 |
| Sep 2023 | $124M | $124M | $0 | 9 | 300 |
| Apr 2023 | $124M | $124M | $0 | 9 | 300 |
| Mar 2023 | $124M | $124M | $0 | 8 | 300 |
| Mar 2023 | $124M | $124M | $0 | 8 | 300 |
| Feb 2023 | $124M | $124M | $0 | 8 | 300 |
| Oct 2022 | $136.5M | $136.5M | $0 | 9 | 278 |
| Apr 2022 | $136.5M | $136.5M | $0 | 9 | 278 |
| Feb 2022 | $136.5M | $136.5M | $0 | 9 | 278 |
| Feb 2022 | $121.4M | $121.1M | $300K | 8 | 0 |
| Jan 2022 | $121.4M | $121.1M | $300K | 8 | 0 |
| Jan 2022 | $121.4M | $121.1M | $300K | 8 | 0 |
| Jan 2022 | $121.4M | $121.1M | $300K | 8 | 0 |
| Jan 2022 | $121.4M | $121.1M | $300K | 8 | 0 |
| Sep 2021 | $121.4M | $121.1M | $300K | 8 | 0 |
| Jul 2021 | $121.4M | $121.1M | $300K | 8 | 0 |
| Jul 2021 | $121.4M | $121.1M | $300K | 8 | 0 |
DateSep 2025
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees10
Clients300
DateSep 2025
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees8
Clients300
DateMar 2025
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees8
Clients300
DateJun 2024
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees9
Clients300
DateMar 2024
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees9
Clients300
DateSep 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees9
Clients300
DateApr 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees9
Clients300
DateMar 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees8
Clients300
DateMar 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees8
Clients300
DateFeb 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees8
Clients300
DateOct 2022
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees9
Clients278
DateApr 2022
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees9
Clients278
DateFeb 2022
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees9
Clients278
DateFeb 2022
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0
DateJan 2022
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0
DateJan 2022
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0
DateJan 2022
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0
DateJan 2022
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0
DateSep 2021
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0
DateJul 2021
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0
DateJul 2021
Total AUM$121.4M
Discretionary$121.1M
Non-Disc.$300K
Employees8
Clients0