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| Keyboard |
| IGW Advisory Investment Management LLC
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|---|---|
| CRD # | 333479 |
| SEC # | 801-134949 |
| CIK # | |
| AUM | 145.1 M (2026-04-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 646-717-4509 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 145.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 145.1 |
| By Discretionary | ||
| Discretionary | 32 | 145.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 145.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.1 | |
| Total | 32 | 145.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Musuneggi Financial Group LLC
✚
|
PA | 145.5 M |
|
Spyrnal Wealth Management LLC
✚
|
FL | 145.5 M |
|
Kaleel Investment Advisors LLC
✚
|
MA | 145.4 M |
|
Desmond Wealth Management Inc
✚
|
CA | 145.0 M |
|
Vision Capital Management Corporation
✚
|
144.8 M | |
|
Wulff Hansen & Co
✚
|
CA | 144.8 M |
|
Trailwise Financial Partners LLC
✚
|
CO | 144.8 M |
|
Knox Avenue Financial Corp
✚
|
MN | 144.7 M |
|
EGSI Investment Management Inc
✚
|
OH | 144.7 M |
|
Davis Financial Management Inc
✚
|
KS | 144.6 M |