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Investment Advisory Group, LLC

● SEC registered since 1999CRD 109445SEC# 801-56937Sarasota, FL
Export (members)
Reg. AUM
$994.4M
Employees
10
Accounts
3,425
Location
Sarasota, FL

Investment Advisory Group, LLC assets under management

Investment Advisory Group, LLC is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 1999. It reports $994.4 million in regulatory assets under management and employs 10 people.
www.maritimewealthadvisors.comView on SEC.gov ↗

Investment Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
George Arthur McCall ControlCfp/Partner50-75%1998
Jay Lipfert Richards ControlCfp/Partner, Chief Compliance Officer50-75%1998

Frequently asked questions

How much does Investment Advisory Group, LLC manage?

Investment Advisory Group, LLC reports $994.4 million in regulatory assets under management on its Form ADV.

How many employees does Investment Advisory Group, LLC have?

Investment Advisory Group, LLC reports 10 employees.

Where is Investment Advisory Group, LLC located?

Investment Advisory Group, LLC is based in Sarasota, FL and has been SEC-registered since 1999.

Does Investment Advisory Group, LLC disclose fund performance?

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

Contact & registration

Address1343 Main Street, Suite 705-787, Sarasota, FL 34236
Phone781-826-1235
Fax781-826-6566
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1910273
Discloses disciplinary historyNo

Assets under management

Discretionary$994.4M
Non-discretionary$0
Total (RAUM)$994.4M