IFG Advisors, LLC

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$381K
Accounts
2,700
Employees
5
Advisory reps
9

Firm details

Headquarters
Saint Louis, Missouri
CRD number
172329
Registered since
August 22, 2014
Website
ifgadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI91.94%
  • Individuals8.06%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

IFG Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2014. The firm serves primarily individual and family clients, delivering financial planning and portfolio management alongside pension consulting services. IFG also operates as an insurance broker, and its client fees are charged via a mix of percentage-of-AUM and fixed-fee arrangements. The firm reports an equity-oriented investment preference and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 5%, State & Local Bonds 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Jay Fuller

    Jay Fuller

    CIO and AdvisorCRD 4741837

Contacts

3 of 8
  • Adam Goldstein

    Adam Goldstein

    AdvisorCRD 6322742

  • Weston Manley

    Weston Manley

    AdvisorCRD 6457052

  • Warner Isaacs

    Warner Isaacs

    Principal & OwnerCRD 2201946

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 99

Active vs passive

$639M in ETFs

Passive

94%

$603M

Active

3%

$36.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$91.8M120,43414.36%
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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
10560 Old Olive Street Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth