Investment Advisors Group, LLC

RIAState Registered

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 operates as an individually owned, independent registered investment adviser focused on serving both individuals/families and institutional clients. The firm offers a mix of advisory services — financial planning, portfolio management for individuals and small businesses, and pension consulting — and employs a fee menu that includes a percentage-of-AUM component alongside hourly and fixed-fee arrangements. It also maintains personnel who are registered representatives of a broker-dealer, indicating a hybrid operating posture between advisory and brokerage channels. The adviser is recently established and is registered to do business in Illinois and Missouri.