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INVESTMENT ADVISORY GROUP, LLC

Doing business as INVESTMENT ADVISORY GROUP LLC. SEC Form ADV profile.

Total regulatory AUM
$1,217,000,000
Discretionary
$1,217,000,000
Non-discretionary
$0

Firm details

CRD number
109445
SEC file number
801-56937
Main office
SARASOTA, FL, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.