Ifg Russell Advisors Inc (Berwyn)

Name: Ifg Russell Advisors Inc
Address: 1205 Westlakes Drive, Berwyn, PA, 19312
Telephone: 610-640-7640

Ifg Russell Advisors Inc is a large advisory firm based in Berwyn. It manages $164.04 million of regulatory assets for 386 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Georgia, New Hampshire, and 6 other states.

Ifg Russell Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ifg Russell Advisors: assets under management

The assets under management (AUM) of Ifg Russell Advisors Inc is $164.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $164.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $424.97 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ifg Russell Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ifg Russell Advisors Inc

Charles William Bruton has been acting as President since 1 Sep 1994. Kevin Michael Gaines has served as the Chief Investment Officer since 1 Mar 2014 and Jerry Wilmer White is the Chief Executive Officer of Ifg Russell Advisors Inc family office. Peter Kent Hoover joined the executive team most recently as the Investment Advisory Assoc..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cheryl Garger	Secretary	1 Sep 1994	Other	4371689
Jerry Wilmer White	Chief executive officer	1 Sep 1994	25% - 50%	465134
Timothy Edward Flatley	Financial consultant	1 Sep 1994	Other	1171110
Charles William Bruton	President	1 Sep 1994	25% - 50%	820255
Peter Kent Hoover	Treasurer	1 Sep 1994	Other	1025901
Regina Ann Ryan	Vice president	1 Sep 1994	Other	1440738
Philip John Fogli	Financial consultant	1 Sep 1994	Other	1320549
Charles William Bruton	Vice president	1 Jan 2003	25% - 50%	820255
Charles William Bruton	Investment advisor assoc.	1 Jan 2004	Other	820255
Regina Ann Ryan	Chief compliance officer	1 Oct 2004	Other	1440738
Peter Kent Hoover	Investment advisory assoc.	1 Feb 2005	Other	1025901
Kevin Michael Gaines	Chief investment officer	1 Mar 2014	Other	2472521

Based in Berwyn

The principal office where Ifg Russell Advisors Inc performs its advisory services is located at 1205 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-640-7640 or by fax 610-560-0771. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at afgifg.com.