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| Investment Advisory Group LLC
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|---|---|
| CRD # | 109445 |
| SEC # | 801-56937 |
| CIK # | 0001539338, 0001910273, 0001552586, 0001632965 |
| AUM | $709.6 MM (2023-01-30) |
| Employees | 10 (50% Investors, 40% Brokers) |
| Phone | 781-826-1235 |
| Address | 51 Mill St Building D Hanover, MA 02339 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.9 | |
| XOM | 385,508.3 | 2.3 | |
| BRP | 1,418.9 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,949 | 458.1 |
| (b) Individuals (high net worth individuals) | 122 | 250.2 |
| (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 | 1.3 |
| (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 | 3,075 | 709.6 |
| By Discretionary | ||
| Discretionary | 3,075 | 709.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,075 | 709.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.6 | |
| Total | 3,075 | 709.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001539338] | |
| D | [0001552586] | |
| 13F-HR | [0001632965] | |
| 13F-NT | [0001632965] | |
| 13F-HR | [0001910273] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sprinkle Financial Consultants LLC
✚
|
CO | 0.7 |
|
Violich Capital Management
✚
|
CA | 0.7 |
|
Meg Green & Associates Inc
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|
FL | 0.7 |
|
JRM Investment Counsel LLC
✚
|
NE | 0.7 |
|
Oak Ridge Investments LLC
✚
|
IL | 0.7 |
|
Edge Wealth Management LLC
✚
|
NY | 0.7 |
|
Financial Services Advisory Inc
✚
|
MD | 0.7 |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 0.7 |
|
Ameliora Wealth Management Ltd
✚
|
0.7 | |
|
Sensible Financial Planning and Management LLC
✚
|
MA | 0.7 |