INNOVATIVE ASSET MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- SHELTON, Connecticut
- CRD number
- 340029
Firm profile
FINTRXOverview
Innovative Asset Management Group, LLC is a small limited liability company focused on running pooled investment vehicles rather than serving a broad base of individual advisory clients. The firm acts in sponsor and general-partner roles and lists affiliations consistent with advising or administering private funds and providing accounting-related services to those vehicles. It is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is classified in filings as an unclassified entity rather than under a common RIA category. The firm's public disclosures emphasize manager and sponsor activity: forming and managing private investment vehicles and taking responsibility for fund governance and operational oversight. That profile points to a business model centered on fund management and ownership structures instead of retail wealth management or broad fiduciary advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1WILLIAM SPEACHT
Chief Compliance OfficerCRD 2801842
Contacts
3 of 5Jeffrey Falcone
General PartnerCRD 8228999
ANTHONY MINOPOLI
President, CCOCRD 2317218
ANTHONY PECCERILLO
Executive Vice PresidentCRD 8208784
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELTON, CT
FAIRFIELD
Location
SHELTON, CT
Headquartered in SHELTON, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 1 Enterprise Dr
- Time zone
- ET (UTC-5)
- Office locations
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