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Building 2INNOVATIVE ASSET ADVISORS GROUP

Map pinSHELTON, CT
Phone203-444-3599
NotebookSEC #801-133714
Total AUM
$297.9M
Employees
13
Clients
373

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 ENTERPRISE DRIVE, SUITE 425
SHELTON
CT 06484
United States
Operating Hours
8-4
Monday - Friday
Phone
203-444-3599
Other Offices
3

ReceiptFinancials

Total AUM
$297.9M
Accounts
666
Discretionary
$297.9M
Accounts
666
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
309
AUM
$91.5M
HNW Individual Clients
64
AUM
$206.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYVT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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