IGW Advisory Investment Management LLC

Overview

IGW Advisory Investment Management LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2025. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its ownership is listed as a combination of a domestic entity and an individual. The firm charges asset-based fees and can assess performance-based fees. It is not positioned as a capital allocator and does not report active ESG investing. The adviser is not designated as a multi-state adviser, related adviser, or pension consultant.

Assets & Accounts

Public Holdings

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Location & Offices