firm profile
Innovative Asset Advisors Group
Overview
Innovative Asset Advisors Group is an SEC registered investment adviser based in Shelton, CT, registered since 2025. It reports $298M in assets under management across 666 accounts, with 13 employees. It has 12 investment adviser representatives.
- Reported AUM
- $298M
- Discretionary
- 100%
- Accounts
- 666
- Average account
- $447K
- Employees
- 13
- Advisory reps
- 12
- Registered since
- 2025
- Jurisdictions
- 7
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Anthony Vincent Minopoli Chief Executive, Principal Investor CRD 2317218
- Charles Daniel Smith Principal Investor CRD 4419053
- Lauren E Shugrue Principal Investor CRD 7979227
2 more executive officers, with direct contact details
Advisory reps 3 of 12
- Kaitlyn Smith Anderson Investment Adviser Rep CRD 8217413
- Michael Anderson Investment Adviser Rep CRD 8217437
- Michael J Annunziata Insurance Agent · Investment Adviser Rep CRD 718310
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1 Enterprise Dr Ste 425
Shelton, CT 06484 - County
- Naugatuck Vly
- Metro area
- New Haven-Milford, CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 7 jurisdictions
- Website: innovativeaag.com
Every state, with registration dates
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- Pentegra Investors, Inc.Shelton, CT$5.6B AUM
- Wright Investors Service IncShelton, CT$1.2B AUM
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