Overview
Assets Under Management: $4.0 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 3,281
Average Client Assets: $888,105
Frequently Asked Questions
IFG ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168012), IFG ADVISORY, LLC is subject to fiduciary duty under federal law.
IFG ADVISORY, LLC is headquartered in ATLANTA, GA.
IFG ADVISORY, LLC serves 3,281 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, IFG ADVISORY, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
IFG ADVISORY, LLC manages $4.0 billion in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, IFG ADVISORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3,281
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.35
Average High-Net-Worth Client Assets: $888,105
Total Client Accounts: 13,464
Discretionary Accounts: 12,790
Non-Discretionary Accounts: 674
Regulatory Filings
CRD Number: 168012
Filing ID: 1942844
Last Filing Date: 2025-03-25 12:24:00
Website: https://intfingroup.com