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Ifg Advisory, LLC

● SEC registered since 2014CRD 168012SEC# 801-80184Atlanta, GA
Export (members)
Reg. AUM
$3.97B
Employees
177
Accounts
13,464
Location
Atlanta, GA

Ifg Advisory, LLC assets under management

Ifg Advisory, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2014. It reports $4 billion in regulatory assets under management and employs 177 people.

Ifg Advisory, LLC owners & executives

9 reported
NameTitleOwnershipSince
Andrews Lord BrowneDirector Of Advisor DevelopmentUnder 5%2023
Crystal Grimail Epstein ControlChief Compliance OfficerUnder 5%2021
Donald Warren Patrick ControlFounder & Chief Strategy OfficerUnder 5%2020
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Frequently asked questions

How much does Ifg Advisory, LLC manage?

Ifg Advisory, LLC reports $4 billion in regulatory assets under management on its Form ADV.

How many employees does Ifg Advisory, LLC have?

Ifg Advisory, LLC reports 177 employees.

Where is Ifg Advisory, LLC located?

Ifg Advisory, LLC is based in Atlanta, GA and has been SEC-registered since 2014.

Does Ifg Advisory, LLC disclose fund performance?

Ifg Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Ashford Center North, Suite 400, Atlanta, GA 30338
Phone770-353-6400
Fax770-353-6338
Office hours8:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1728319
Discloses disciplinary historyNo

Assets under management

Discretionary$3.77B
Non-discretionary$201.8M
Total (RAUM)$3.97B