Innovative Asset Advisors Group

Firm record

As recorded in SEC IAPD

Firm CRD

336773

SEC number

801-133714

Firm type

RIA

Assets under management

$297.9M as of Mar 19, 2026

Website

www.innovativeaag.com ↗

Phone

203-444-3599

Address

1 Enterprise Drive, Suite 425, Shelton, CT, 06484

Advisors at this firm

13 in our index · page 1 of 1

• Michael Joseph AnnunziataCRD 718310 · Shelton, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kaitlyn Smith AndersonCRD 8217413 · Shelton, CT
  IA Registered
• Michael AndersonCRD 8217437 · Shelton, CT
  IA Registered
• Jaques Clariond GaunaCRD 5027675 · Shelton, CT
  IA RegisteredRegistration inactive
• Kimberly A GiannoneCRD 5011372 · Shelton, CT
  IA RegisteredRegistration inactive
• Martino MezzaCRD 2768165 · Shelton, CT
  IA Registered
• Anthony Vincent MinopoliCRD 2317218 · Shelton, CT
  IA RegisteredRegistration inactive
• Dante Paul PasqualoniCRD 7257518 · Shelton, CT
  IA Registered
• Edward Andrew TomaskoCRD 1656278 · Shelton, CT
  IA Registered
• Carol A TruluckCRD 818387 · North Haven, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Charles Cortens WinstonCRD 4410794 · Shelton, CT
  IA Registered
• Amanda Grace ZapatkaCRD 8238380 · Shelton, CT
  IA Registered
• Daniel ZapatkaCRD 8218439 · Shelton, CT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.