IFG Advisors, LLC
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
FINTRXOverview
IFG Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2014. The firm serves individual and family clients and blends advisory work with insurance brokerage activity. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are a mix of percentage of assets under management and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
1 of 1
Jay Fuller
CIO and AdvisorCRD 4741837
Contacts
3 of 7
Daniel Polinsky
AdvisorCRD 7290718
Matthew Buckman
Portfolio TradingCRD 7993167
Judith Isaacs
Business ManagerCRD 3256803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$643M in ETFs
94%
$606M
3%
$36.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $90.5M | 121,150 | 14.07% |
Location
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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