Kirk
Chisholm

Innovative Advisory Group

CRD#4004975
Investment Advisor
in Lexington, MA

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About this Advisor

Kirk Chisholm is a financial advisor working out of Lexington, Massachusetts with a total of 15 years of relevant experience. Chisholm is an employee of Innovative Advisory Group. They have been employed by Innovative Advisory Group for their complete career. Chisholm holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, California, Colorado, Connecticut, Florida, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington. Innovative Advisory Group is a financial advisory business headquartered in Lexington, MA. The company has offices in five locations and a total of nine employees. It administers $124 million in total assets among its 875 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves one charitable organizations. Of its 875 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets available to invest. Innovative Advisory Group has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice depend on the financial services offered. Fee types charged by Innovative Advisory Group likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

394 Lowell Street, Suite 8
Lexington, MA 02420

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Innovative Advisory Group Brokerage Details

Total Assets Under Management

$124,000,000

MA Average: $16,012,751,954
Total Number of Employees

9

MA Average: 118
Total Number of Accounts

875

MA Average: 4,567
Average Account Size

$141,714

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kirk Chisholm Work History

Kirk has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Innovative Advisory Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kirk Chisholm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Innovative Advisory Group

Patrick Ziegler
Burnt Hills, NY
Paul Dio
Lexington, MA
Brian Lovecchio
Arlington, VA
John English
Nyack, NY
Timothy Picciott
Lexington, MA
Rajeev Kotyan
Lexington, MA
Kirk Chisholm
Lexington, MA
Tienchia Wang
Lexington, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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