ISLANDER ADVISORY GROUP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORONADO, California
CRD number
338647

Firm profile

FINTRX

Overview

Islander Advisory Group LLC operates primarily as a sponsor and general partner that forms and manages pooled investment vehicles. The firm’s public filings identify it as the managing member of at least one private equity fund, indicating a hands-on GP/manager role rather than a traditional advisory practice serving retail or institutional advisory accounts. The firm is not listed as an active ESG investor, and it does not present itself as a multi-state registered adviser or a pension consultant. Its business model appears centered on sponsoring and operating closed-end private equity vehicles rather than collecting advisory assets from individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Lukas Leddington

    CRD 8158141

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CORONADO, CA

SAN DIEGO

Location

CORONADO, CA

Headquartered in CORONADO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1303 Ynez Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth