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Home > Retirement Planners > massachusetts > hanover > INVESTMENT ADVISORY GROUP LLC
INVESTMENT ADVISORY GROUP LLC
51 Mill St Building D
Suite 101
Hanover, Massachusetts 02339
Tel: 781-826-1235
About INVESTMENT ADVISORY GROUP LLC
INVESTMENT ADVISORY GROUP LLC, formally registered with the SEC as INVESTMENT ADVISORY GROUP LLC. The firm was established in 12/03/1999. They have over 1 offices throughout the country.
INVESTMENT ADVISORY GROUP LLC is a Hanover, Massachusetts based Financial Planning firm with nearly $994,439,000 assets under management, offering retirement planning & investment advisory services to 3425 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109445 |
| SEC# | 801-56937 |
| Assets Managed by Firm | $994,439,000 |
| No. of Clients | 3425 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3425 | $994,439,000 |
| Individuals (other than high net worth individuals) | 1328 | $539,691,330 |
| High net worth individuals | 175 | $453,237,407 |
| Charitable organizations | 5 | $1,510,263 |
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