Innovative Advisory Group Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2008

Year Founded

  • Professionals
  • 9

Professionals

  • AUM

Innovative Advisory Group General Information

Description

Innovative Advisory Group is a wealth management firm based in Lexington, Massachusetts. Established in 2008, the firm operates as a full-service wealth management firm specializing in portfolio management, financial planning, asset management, risk management, and strategic consulting. The assets of the firm are managed by the executive management team. The firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.innovativewealth.com
Formerly Known As
NUA Advisors
Year Founded
2008
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Co-Founder, Principal, Wealth Manager, Head of the Traditional Investment Risk Management Group & Co-Chairman of the Investment Committee
Email
ki
Phone
+1 (781)
Corporate Office
  • 394 Lowell Street
  • Suite 8
  • Lexington, MA 02420
  • United States
+1 (781)

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Innovative Advisory Group Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Innovative Advisory Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Innovative Advisory Group FAQs

  • When was Innovative Advisory Group founded?

    Innovative Advisory Group was founded in 2008.

  • Where is Innovative Advisory Group headquartered?

    Innovative Advisory Group is headquartered in Lexington, MA.

  • How many Assets Under Management (AUM) does Innovative Advisory Group have?

    Innovative Advisory Group has in assets under management.

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