Overview
Assets Under Management: $994 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 5
Average Client Assets: $108 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.27
Average High-Net-Worth Client Assets: $108 million
Total Client Accounts: 3,425
Discretionary Accounts: 3,425
Regulatory Filings
CRD Number: 109445
Filing ID: 1996744
Last Filing Date: 2025-06-27 14:20:00
Website: https://iagadvisors.com