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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investor Advisory Group LLC
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|---|---|
| CRD # | 106837 |
| SEC # | 801-79417 |
| CIK # | |
| AUM | $152.7 M (2025-03-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 704-366-1120 |
| Address | 421 South Sharon Amity Road Charlotte, NC 28211 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 29.3 |
| (b) Individuals (high net worth individuals) | 60 | 118.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 435 | 152.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 435 | 152.7 |
| Total | 435 | 152.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.7 | |
| Total | 435 | 152.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
One Wealth Management Investment and Advisory Services LLC
✚
|
FL | 0.2 |
|
McCulley Financial Group LLC
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IL | 0.2 |
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R F Lafferty & Co Inc
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NY | 0.2 |
|
Wealth Advisors LLC
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OH | 0.2 |
|
CornerStone Investment Advisors LLC
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|
CO | 0.2 |
|
Daviman Financial LLC
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|
0.2 | |
|
OT Financial LLC
✚
|
OH | 0.2 |
|
Capstone Investment Group LLC
✚
|
WA | 0.2 |
|
Whalen Capital Inc
✚
|
WI | 0.2 |
|
Leeds Capital Group LLC
✚
|
CA | 0.2 |