SEC Form ADV

INVESTMENT ADVISOR GROUP

Firm profile: Investment Advisory Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$81.0M
Assets Under Management
244
Total Clients
3
Employees
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Registration Details

Accession
crd-312448
Filing Date
March 11, 2026
AUM
$81.0M
Total Clients
244
Institutional Clients
1
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

INVESTMENT ADVISOR GROUP is a registered investment adviser, managing approximately $81.0M in assets across 244 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.