Investment Advisors Group, LLC

RIASEC RegisteredEst. 2021

Total AUM

$60.4M

Discretionary

0% of AUM

Avg account

$228K

Accounts

265

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Illinois
CRD number: 315769
Registered since: September 27, 2021
Website: www.investmentadvisorsgroup.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.17%
HNWI39.16%
Charitable Organizations2.88%
Pension & Profit Sharing Plans0.94%
Corporations / Businesses0.84%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Investment Advisors Group, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting while maintaining a registered representative relationship with a broker-dealer. Its client base includes both individual and family investors as well as institutional clients. Fee arrangements are flexible across discretionary and non-discretionary engagements and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.