Innovative Advisory Group Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

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).

Find Innovative Advisory Group employees' phone numbers or email addresses

Innovative Advisory Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Oceania
1

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  • Australia
    1

Innovative Advisory Group's Leadership

  • Stylized image of a person
    R. K.
    Principal And Co-Founder
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    K. C.
    Wealth Manager & Principal
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    K. L.
    Wealth Manager
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    T. T. P.
    Wealth Manager
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    R. F.
    Wealth Management Advisor
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    P. D.
    Wealth Advisor
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    J. M. E.
    Wealth Advisor
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  • Stylized image of a person
    J. W.
    Wealth Advisor
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Contact profiles from Innovative Advisory Group

Name
Title
Contact Info
Location
Last Update
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    R. K.
    Principal And Co-Founder
    Phone icon
    United StatesMassachusetts
    Dec 18, 2025
  • Stylized image of a person
    K. C.
    Wealth Manager & Principal
    Phone icon
    United StatesMassachusetts
    Dec 18, 2025
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    K. L.
    Wealth Manager
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    United StatesNebraska
    Dec 18, 2025
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    T. T. P.
    Wealth Manager
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    United StatesArizona
    Dec 18, 2025
  • Stylized image of a person
    R. F.
    Wealth Management Advisor
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    United StatesTexas
    Dec 18, 2025
  • Stylized image of a person
    P. D.
    Wealth Advisor
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    United StatesMassachusetts
    Dec 18, 2025
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    J. M. E.
    Wealth Advisor
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    United StatesNew York
    Dec 18, 2025
  • Stylized image of a person
    J. W.
    Wealth Advisor
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    United StatesMassachusetts
    Dec 18, 2025
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    H. B.
    Ops
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    United States
    Dec 18, 2025
  • Stylized image of a person
    R. H.
    Operations Team Member
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    United StatesGeorgia
    Dec 18, 2025

Frequently Asked Questions

What is Innovative Advisory Group known for?

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Innovative Advisory Group was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in 394 Lowell Street, Suite 8. Explore Innovative Advisory Group's company overview page for more information.

What is Innovative Advisory Group's most common email format?

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Innovative Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Innovative Advisory Group email formats with LeadIQ.

How many employees does Innovative Advisory Group have currently?

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Innovative Advisory Group has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Innovative Advisory Group's key employees and leadership?

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As of December 2025, Innovative Advisory Group's key employees include:

  • Principal And Co-Founder: R. K.
  • Wealth Manager & Principal: K. C.
  • Wealth Manager: K. L.
  • Wealth Manager: T. T. P.
  • Wealth Management Advisor: R. F.

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