Company Email Format Management

Innovative Advisory Group

Investment Management Lexington, Ma, United States 11 employees

Employees: 11
Contacts: 4
Emails: 4
Phones: 2

innovativewealth.com LinkedIn

Innovative Advisory Group Overview

Headquarters: Lexington, Ma, United States
Phone Number: Available in AeroLeads
Website: innovativewealth.com
Industry: Investment Management
Employees: 11
Founded: 2008
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Innovative Wealth Management Financial Planning Analysis Self-Directed IRA Management and Advice Alternative Investment Planning and Implementation Risk Management Assessments 401k Plan Advisor Strategic Consulting Portfolio Management Special Advisor leadership investing financial coaching

About Innovative Advisory Group

Innovative Advisory Group (IAG), an independent Registered Investment Advisory Firm, is bringing innovation to the wealth management industry by combining both traditional and alternative investments. We advise clients on traditional investments, such as stocks, bonds, and mutual funds, as well as advising clients on alternative investments. IAG has a value-oriented approach to investing, which integrates specialized investment experience with extensive resources. Innovative Advisory Group is an industry leader in utilizing alternative investments inside a Self-Directed IRA or Self-Directed 401(k).

Innovative Advisory Group Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Innovative Advisory Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jack Wang	Helping Families Lower the Cost	Greater Boston, United States	Email
J. Mark English	Wealth Advisor - Money Manager - Self	Nyack, New York, United States	Email
Rajeev Kotyan	Principal and Co-founder at Innovative	Arlington, Massachusetts, United States	Email Phone
Kirk Chisholm	I Help Investors Protect Their Wealth	Lexington, Massachusetts, United States	Email Phone