INVESTOR ADVISORY GROUP

421 South Sharon Amity Road
Suite A
Charlotte, North Carolina 28211
Tel: 704-366-1120

About INVESTOR ADVISORY GROUP

INVESTOR ADVISORY GROUP, formally registered with the SEC as INVESTOR ADVISORY GROUP. The firm was established in 04/02/2014. They have over 2 offices throughout the country.

INVESTOR ADVISORY GROUP is a Charlotte, North Carolina based Financial Planning firm with nearly $140,933,246 assets under management, offering retirement planning & investment advisory services to 464 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106837
SEC#	801-79417
Assets Managed by Firm	$140,933,246
No. of Clients	464
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	464	$140,933,246
Individuals (other than high net worth individuals)	113	$23,040,414
High net worth individuals	67	$113,199,209
Pension and profit sharing plans	4	$4,693,623

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