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INVESTMENT ADVISORY GROUP LLC

INVESTMENT ADVISORY GROUP, LLC

CRD 109445 · SEC 801-56937

Visit website

1343 MAIN STREET, SUITE 705-787, SARASOTA, FL, 34236, United States

Phone

781-826-1235

Fax

781-826-6566

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.22B

Discretionary AUM

$1.22B

Team

10 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1267$591.4M
High net worth individuals275$624.3M

States served

VT, CA, CO, IL, ME, MD, MA, NJ, NY, NC, OH, PA, RI, SC, TN, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD