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Wealth Manager • Lexington, United States

Innovative Advisory Group

Innovative Advisory Group is a wealth manager based in Lexington, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$170M
Assets Under Mgmt
Wealth Manager
Investor Type
Lexington, United States
Headquarters
About

Innovative Advisory Group

Innovative Advisory Group is an wealth management firm. We offer world-class wealth management with personalized attention to individuals and their families. Starting with an evaluation of your net worth and goals, we will provide advice and options to optimize your future income potential in ways that meet your lifestyle objectives and duration of investment. It is never too early or too late to create an investment plan to enhance your future quality of life.

Investment Focus

What Innovative Advisory Group Invests In

Investment types: Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital

Sectors & themes: Capital Markets, Conservative Allocation, Equity/Mutual Funds, Options Trading, Startups & Management, Alternative Investments, Finance, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 394 Lowell St, Suite 8\nLexington\nMassachusetts\n02420\nUnited States

Contact Innovative Advisory Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.