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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