IFG Advisory, LLC

RIASEC RegisteredEst. 2014

Total AUM

$4.8B

Discretionary

$4.5B

94% of AUM

Avg account

$326K

Accounts

14,619

Employees

187

Advisory reps

107

Firm details

Headquarters: Atlanta, Georgia
CRD number: 168012
Registered since: August 15, 2014
Website: integrated-financial-group.com
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

FINTRX

Overview

IFG Advisory, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm, SEC-registered since 2014, combines financial planning and portfolio management with pension consulting, manager selection, and client education through newsletters and seminars. It also maintains a broker-dealer registration relationship (registered representative activity) and lists affiliations with accounting, insurance, and real estate broker partners. The firm charges clients using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which supports both ongoing advisory mandates and project-based work. IFG does not position itself as an ESG investor. IFG Advisory received recognition from FA Magazine in 2020 as a Top RIA firm.