The INNOVATIVE ASSET ADVISORS GROUP is a privately held investment adviser that advises $297.93mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INNOVATIVE ASSET ADVISORS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 1.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1 ENTERPRISE DRIVE, SUITE 425, SHELTON, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 11 investment and 2 non-investment staff. The total number of Employees increased by 1,200% over the last 1-years.
Their $297.93mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $206.47mn or 69.3% of Total Assets and Individuals own $91.46mn or 30.7% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
INNOVATIVE ASSET ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.