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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Advisory Group LLC
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| CRD # | 109445 |
| SEC # | 801-56937 |
| CIK # | 0001552586, 0001632965, 0001813369, 0001910273, 0000926106, 0001539338 |
| AUM | $994.4 M (2025-06-27) |
| Employees | 10 (50% Investors, 40% Brokers) |
| Phone | 781-826-1235 |
| Address | 1343 Main Street Sarasota, FL 34236 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,328 | 539.7 |
| (b) Individuals (high net worth individuals) | 175 | 453.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,425 | 994.4 |
| By Discretionary | ||
| Discretionary | 3,425 | 994.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,425 | 994.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 994.4 | |
| Total | 3,425 | 994.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000926106] | |
| 13F-HR | [0001539338] | |
| D | [0001552586] | |
| 13F-HR | [0001632965] | |
| 13F-NT | [0001632965] | |
| 13F-HR | [0001813369] | |
| 13F-HR | [0001910273] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Founders Financial Alliance LLC
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NC | 1.0 |
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Cortland Associates Inc
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MO | 1.0 |
|
Associated Investment Services Inc
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WI | 1.0 |
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Wellington Shields Capital Management LLC
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NY | 1.0 |
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Mattern Capital Management LLC
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CO | 1.0 |
|
St Clair Advisors LLC
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OH | 1.0 |
|
Marshall & Sterling Wealth Advisors Inc
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NY | 1.0 |
|
Aspire Growth Partners LLC
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|
1.0 | |
|
Sanders Morris LLC
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|
TX | 1.0 |
|
Resources Management Corp
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|
CT | 1.0 |