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Innovative Advisory Group (IAG)

EST. AUM
$194,000,000

CONTACTS
2

CLIENT ACCOUNTS
800

Firm Details

Metro area Boston
CRD Number 146618
Website innovativewealth.com
Client types

Overview

Innovative Advisory Group (IAG) is an independent Registered Investment Advisory Firm that is redefining the wealth management landscape through a unique blend of traditional and alternative investments. By offering guidance on conventional assets like stocks, bonds, and mutual funds alongside alternative investment strategies, IAG caters to a diverse range of client needs. Their value-oriented investment philosophy combines specialized expertise with a wealth of resources, ensuring that clients receive tailored advice suited to their financial goals. Notably, IAG stands out as an industry leader in integrating alternative investments within Self-Directed IRAs and Self-Directed 401(k) plans, empowering clients to diversify their portfolios and enhance their financial outcomes.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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