IFG Advisory, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 168012
- Registered since
- August 15, 2014
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.06%
- Individuals22.13%
- Corporations / Businesses1.66%
- Pension & Profit Sharing Plans1.31%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
IFG Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2014. The firm describes itself as a capital allocator serving both individual & family clients and institutional investors. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, along with publications and educational seminars. IFG also operates as a registered representative of a broker-dealer and lists affiliations with accounting, insurance and real estate professionals. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm was recognized by FA Magazine in 2020 on a Top RIA Firms list.
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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 7VAN PAPPAS
CEO/OwnerCRD 4330560
HENRY BINSBACHAR
CEO / Financial PlannerCRD 5786399
JOHN BRIDGERS
CEOCRD 4567957
Contacts
3 of 96MORGAN NICKELS
President and Financial PlannerCRD 4921264
MARK CROSS
Founding PartnerCRD 1835976
DANETTE STARKS
Senior Wealth ManagerCRD 4275963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 211Active vs passive
$14.8M in ETFs
54%
$7.9M
39%
$6.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF (BUFF) | Innovator | Passive | Options Trading | $821K | 16,612 | 5.56% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 200 Ashford Ctr N
- Time zone
- ET (UTC-5)
- Office locations
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