Innovative Asset Advisors Group

RIASEC Registered

Total AUM

$298M

Discretionary

$298M

100% of AUM

Avg account

$447K

Accounts

666

Employees

Advisory reps

Firm details

Headquarters: Shelton, Connecticut
CRD number: 336773
Registered since: June 24, 2025
Custodians: CHARLES SCHWAB & CO., INC., SEI GLOBAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.3%
Individuals30.7%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Innovative Asset Advisors Group is an independent RIA organized as an LLC that serves individual and family clients with financial planning and portfolio management focused on individuals and small businesses. The firm is registered with the SEC (registered in 2025) and combines advisory services with insurance brokerage capabilities. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee engagements. The firm is not identified as a capital allocator and does not present itself as an active ESG investor. Its regulatory filings show affiliations beyond pure advice—acting at times as an other investment adviser, accountant, and sponsor or managing member of pooled investment vehicles—indicating involvement with third-party investment structures in addition to direct client portfolios.