IGW Advisory Investment Management LLC

Overview

IGW Advisory Investment Management LLC is an independent, SEC-registered advisory firm organized as an LLC. The firm reports itself as serving individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and business or institutional clients. Its stated fee model combines a percentage-of-AUM charge with the ability to assess performance-based fees. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives