Innovative Advisory Group

Innovative Advisory Group (CRD# 146618) is a financial advisory firm headquartered in Lexington, MA. They manage $31,800,000 in 333 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $95,496
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NH, NJ

Financial Advisors at Innovative Advisory Group
Showing 1 - 3 of 3 top financial advisors.
1
Fumiji Aoki
CRD#: 2868532
East Brunswick, NJ
96
Wealthminder
score

Fumiji Aoki (CRD# 2868532) is an Investment Advisor Representative working at Innovative Advisory Group in East Brunswick, NJ and has over 18 years of experience in the finance industry. Fumiji Aoki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kirk R. Chisholm
CRD#: 4004975
394 Lowell Street, Suite 8, Lexington, MA 02420
93
Wealthminder
score

Kirk Chisholm (CRD# 4004975) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 18 years of experience in the finance industry.

3
Rajeev H. Kotyan
CRD#: 5479610
394 Lowell Street, Suite 8, Lexington, MA 02420
93
Wealthminder
score

Rajeev Kotyan (CRD# 5479610) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 9 years of experience in the finance industry.

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