Assets Under Management
$72.3M
Number of Clients
129
Number of Advisors
3
Average Client AUM
$560K
AUM per Advisor
$24.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Investment Advisor Group (IAG) offers financial planning and investment management services. Financial planning includes cash flow, tax, budgeting, education, retirement, investment, and estate planning. Investment management constructs portfolios based on client's financial plan, age, time horizon, risk tolerance, and investable assets.
NY, United States