INNOVATIVE ASSET ADVISORS GROUP, LLC
Legal name: INNOVATIVE ASSET ADVISORS GROUP
CRD #336773 SEC #801-133714 SHELTON, CT 203-444-3599
SEC Registered
Total AUM
$134.5M
Discretionary
$134.2M
Employees
11
Clients
0
Accounts
290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $134.5M | $134.2M | $241K | 11 | 0 |
| Dec 2025 | $134.5M | $134.2M | $241K | 11 | 0 |
| Oct 2025 | $134.5M | $134.2M | $241K | 11 | 0 |
| Oct 2025 | $134.5M | $134.2M | $241K | 1 | 0 |
| May 2025 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$134.5M
Discretionary$134.2M
Non-Disc.$241K
Employees11
Clients0
DateDec 2025
Total AUM$134.5M
Discretionary$134.2M
Non-Disc.$241K
Employees11
Clients0
DateOct 2025
Total AUM$134.5M
Discretionary$134.2M
Non-Disc.$241K
Employees11
Clients0
DateOct 2025
Total AUM$134.5M
Discretionary$134.2M
Non-Disc.$241K
Employees1
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0