Updated:
Innovative Advisory Group
Innovative Advisory Group is a multi-family office headquartered in Lexington, United States. Founded in 2008, the firm traces its wealth to the...
Overview
Innovative Advisory Group is a multi-family office headquartered in Lexington, United States. Founded in 2008, the firm traces its wealth to the entrepreneurial investment advisory careers of its principals and manages diversified portfolios for affluent families. It integrates traditional and alternative assets, emphasizing risk management, fee-only transparency, and self-directed retirement strategies while delivering customized planning, portfolio management, and strategic consulting services for clients nationwide.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Lexington
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: