|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| IFG Advisory LLC
✚
|
|
|---|---|
| CRD # | 168012 |
| SEC # | 801-80184 |
| CIK # | 0001728319 |
| AUM | $4.0 B (2025-03-25) |
| Employees | 177 (45% Investors, 44% Brokers) |
| Phone | 770-353-6331 |
| Address | 200 Ashford Center North Atlanta, GA 30338 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001728319 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.9 | ||
| Nvidia Corp | 25.3 | ||
| Microsoft Corp | 21.2 | ||
| Broadcom Inc | 15.6 | ||
| Amazon Com Inc | 13.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,242 | 0.9 |
| (b) Individuals (high net worth individuals) | 3,281 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.0 |
| (h) Charitable organizations | 28 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 49 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 13,464 | 4.0 |
| By Discretionary | ||
| Discretionary | 12,790 | 3.8 |
| Non-Discretionary | 674 | 0.2 |
| Total | 13,464 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 13,464 | 4.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001728319] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alaska Permanent Capital Management Co
✚
|
AK | 4.1 |
|
M Holdings Securities Inc
✚
|
OR | 4.1 |
|
Beacon Capital Management Inc
✚
|
OH | 4.1 |
|
Osaic Institutions Inc
✚
|
CT | 4.0 |
|
Capital Asset Advisory Services LLC
✚
|
MI | 4.0 |
|
Thurston Springer Advisors LLC
✚
|
IN | 4.0 |
|
Willis Investment Counsel Inc
✚
|
GA | 4.0 |
|
Western Wealth Management LLC
✚
|
CO | 3.9 |
|
Meridian Wealth Management LLC
✚
|
KY | 3.9 |
|
Goelzer Investment Management Inc
✚
|
IN | 3.8 |