| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspirational Investments, LLC Control | Owner | 50-75% | 2015 |
| Edward Keith Jackson Control | Manager | Under 5% | 2015 |
| Jones & Company Wealth Advisors, LLC Control | Owner | 50-75% | 2018 |
Investor Advisory Group, LLC reports $152.7 million in regulatory assets under management on its Form ADV.
Investor Advisory Group, LLC reports 4 employees.
Investor Advisory Group, LLC is based in Charlotte, NC and has been SEC-registered since 2014.
Investor Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 421 South Sharon Amity Road, Suite a, Charlotte, NC 28211 |
| Phone | 704-366-1120 |
| Fax | 704-366-1159 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $152.7M |
| Total (RAUM) | $152.7M |