IFG ADVISORS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$381K
Accounts
2,700
Employees
5
Advisory reps
8

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
172329
Registered since
August 22, 2014
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 5%, State & Local Bonds 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • JAY FULLER

    CIO and AdvisorCRD 4741837

Contacts

3 of 7
  • Daniel Polinsky

    AdvisorCRD 7290718

  • Matthew Buckman

    Portfolio TradingCRD 7993167

  • JUDITH ISAACS

    Business ManagerCRD 3256803

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 92

Active vs passive

$547M in ETFs

Passive

95%

$517M

Active

4%

$30.1M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$78.3M120,44414.32%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth