IFG Advisory, LLC

RIASEC Registered

Total AUM

$4.8B

Discretionary

$4.5B

94% of AUM

Avg account

$326K

Accounts

14,619

Employees

187

Advisory reps

110

Firm details

Headquarters: Atlanta, Georgia
CRD number: 168012
Registered since: August 15, 2014
Website: integrated-financial-group.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.06%
Individuals22.13%
Corporations / Businesses1.66%
Pension & Profit Sharing Plans1.31%
Charitable Organizations0.84%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IFG Advisory, LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional clients and operates as a capital allocator, placing assets with third-party managers in addition to managing public investments directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension-related consulting, and client education through periodicals and workshops. The firm also conducts brokerage-related activities as a registered representative of a broker-dealer and charges clients via a mix of percentage of AUM, hourly fees, and fixed fees. IFG does not position itself as an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.