Overview
Assets Under Management: $1.6 billion
Headquarters: WAUKESHA, WI
High-Net-Worth Clients: 14
Average Client Assets: $45 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.06
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 5,857
Discretionary Accounts: 5,857
Regulatory Filings
CRD Number: 109721
Filing ID: 1964829
Last Filing Date: 2025-03-26 14:26:00
Website: https://iagwealthpartners.com