IFG ADVISORS, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 172329
- Registered since
- August 22, 2014
- Website
- ifgadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.94%
- Individuals8.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
IFG Advisors, LLC is an independent registered investment adviser organized as an LLC and focused on serving individuals and families. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. Its investment approach emphasizes equity exposure delivered primarily through exchange-traded products, using index ETFs as the core of portfolios and layering in select individual equities and private placements. Fee arrangements include both percentage-of-AUM billing and fixed fees, which supports a mix of managed account mandates and project-based planning engagements. The firm does not position itself as an active ESG allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
1 of 1JAY FULLER
CIO and AdvisorCRD 4741837
Contacts
3 of 7Daniel Polinsky
AdvisorCRD 7290718
Matthew Buckman
Portfolio TradingCRD 7993167
JUDITH ISAACS
Business ManagerCRD 3256803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$547M in ETFs
95%
$517M
4%
$30.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $78.3M | 120,444 | 14.32% |
Location
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 10560 Old Olive Street Rd
- Time zone
- CT (UTC-6)
- Office locations
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