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INVESTOR ADVISORY GROUP
INVESTOR ADVISORY GROUP, LLC
CRD 106837 · SEC 801-79417
421 SOUTH SHARON AMITY ROAD, SUITE A, CHARLOTTE, NC, 28211, United States
Phone
704-366-1120
Fax
704-366-1159
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.1M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $39.5M |
| High net worth individuals | 54 | $130.9M |
| Pension/profit sharing plans | 1 | $1.7M |
States served
NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD