Innovative Advisory Group

  • Investment Bank/Securities Brokerage
  • Lexington MA
  • 11 employees
  • Investment Management
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Company Overview

Headquarters
394 Lowell St Suite 8, Lexington MA
Website
innovativewealth.com
Email
ki****@innovativewealth.com
Phone
(781) 218-2250
Employees
11
Founded in
2008
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$14B

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Who is Innovative Advisory Group

Innovative Advisory Group (IAG) is an independent Registered Investment Advisory Firm located in Lexington, Massachusetts. With a team of eleven employees, IAG provides wealth management services to a range of clients. IAG offers a blend of traditional and alternative investment strategies. Their services encompass traditional investments like stocks, bonds, and mutual funds, as well as guidance on alternative investments. The firm employs a value-oriented approach, integrating specialized investment experience with comprehensive resources. IAG distinguishes itself as an industry leader in integrating alternative investments within Self-Directed IRAs and Self-Directed 401(k) plans. For more information about Innovative Advisory Group, visit their website at innovativewealth.com.

Innovative Advisory Group Industry Tags

Innovative Wealth Management
Financial Planning Analysis
Self-Directed IRA Management and Advice
Alternative Investment Planning and Implementation
Risk Management Assessments
401k Plan Advisor
Strategic Consulting
Portfolio Management
Special Advisor
leadership
investing
financial coaching
investment management
financial advice
Podcast
financial planning
retirement lifestyle planning
education planning
estate planning
defined benefit
family office
tax planning
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Innovative Advisory Group Tech Stack

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Companies Similar to Innovative Advisory Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Innovative Advisory Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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Kennedy Capital Management Inc

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FAQ

What is the location of Innovative Advisory Group's headquarters?
The headquarters of Innovative Advisory Group are situated at 394 Lowell St Suite 8, Lexington MA
What is Innovative Advisory Group's phone number?
Innovative Advisory Group's contact number is (781) 218-2250.
What is Innovative Advisory Group's official website?
The official website of Innovative Advisory Group can be found at innovativewealth.com.
What is Innovative Advisory Group's current revenue?
As of June 2018, Innovative Advisory Group's annual revenue reached $14B.
How many employees does Innovative Advisory Group currently have?
Innovative Advisory Group employs approximately 11+ people as of June 2018
Which industries is Innovative Advisory Group primarily operating in?
Innovative Advisory Group operates in the following industries: Investment Management
What are Innovative Advisory Group's industry tags?
Innovative Advisory Group's industry tags include: Innovative Wealth Management, Financial Planning Analysis, Self-Directed IRA Management and Advice
When was Innovative Advisory Group founded?
Innovative Advisory Group was founded in 2008.

Employee Directory

Key Employees

Redina Franklin

Wealth Management Advisor

Phone Email

Rajeev Kotyan

Principal and Co-Founder

Phone Email

Ronni Hallock

Operations Team Member

Phone Email

Heather Birkins

Ops

Phone Email