INNOVATIVE ADVISORY GROUP
Tel: 781-577-2782 394 Lowell Street, Suite 8 Lexington, Massachusetts 02420
About INNOVATIVE ADVISORY GROUP
INNOVATIVE ADVISORY GROUP is a Lexington, Massachusetts based financial advisory firm with nearly $129,000,000 in assets under management and provides investment advisory services for 782 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
146618
Firm SEC#:
801-122046
Assets Under Management:
$129,000,000
No. of Clients:
782
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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