Ifg Advisory, LLC is a large advisory firm based in Atlanta. It manages $1.44 billion of regulatory assets for 7,257 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 29 other states.
Ifg Advisory provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and workshops, and model portfolios for clients. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ifg Advisory, LLC is $1.44 billion. The firm's AUM has grown by 1338% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ifg Advisory, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Ifg Advisory is high net worth individuals with 639 clients and $758.27 million of assets under management. Among the 6 most similar advisory firms, Ifg Advisory has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.44 billion for 4,263 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ifg Advisory doesn't advise any private funds.
The company employs 125 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. 60 employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ifg Advisory, LLC performs its advisory services is located at 200 Ashford Center North, Atlanta, GA 30338, which is also the mailing address of the firm. An additional office of the firm is in Winston Salem, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-353-6319 or by fax 770-353-6338. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at milestoneinvestmentsllc.com and its LinkedIn profile.