INVESTMENT ADVISORS GROUP, LLC

Overview

Investment Advisors Group, LLC is an independent registered investment adviser formed in 2021 that serves individual, family and small institutional clients. The firm operates as a registered representative of a broker-dealer while providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advisory mandate is primarily non‑discretionary, meaning the adviser provides recommendations while clients retain trading authority. The firm uses a mix of fee structures — percentage of assets under management, hourly charges and fixed fees — which supports both ongoing advisory relationships and one‑off planning engagements. Investment activity is centered on public mutual funds as the primary vehicle for client portfolios, supplemented by allocations to third‑party alternative fund managers in areas such as private equity and real estate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices