Alexander Koury is a registered investment advisor at Independent Financial Group, LLC, based in Santa Maria, CA. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
2646 Santa Maria Way, Suite 104, Santa Maria, CA, 93455
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is the CEO of ASK Independent LLC, a consulting business, since July 2022. This requires a few hours per week.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
X Advisors, LLC
State Registrations44 states
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